Help Centre
System Status
The Campus
Library
Managing Matters
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
< Previous
1
2
Next >