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Contacts

Contacts

Contacts

  • Create a new contact
  • View and edit contacts
  • Adding multiple contacts to matter details
  • Delete a contact or remove duplicate contact cards
  • Apply contact tags
  • View Matters related to a Contact
  • Adding Branches to Contacts
  • Adding a party's Matter Reference (Your Ref)
  • Enter a Trustee or Executor as a Contact
  • Record a party as Deceased
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