Viewing Contacts
Contacts are the people and organisations your firm deals with — clients, opposing solicitors, barristers, courts, expert witnesses, and suppliers. Every matter must have at least one contact as its client.
Viewing Contacts
Go to Contacts in the left sidebar. The contacts list shows all contacts your firm has on file. Filter by:
Contact type (Individual, Organisation, Law Firm, Court, Government, etc.)
Status (Active, Inactive, Deceased, Dissolved)
Tags
Use the search bar to find contacts by name, email, or phone number.