Capture the client information that is most important to you.
Contacts
Record all the important information you need to build a complete profile on your clients, other parties, lawyers law firms, barristers, witnesses and others.
Person and company records
Create and produce contact specific documents
Summarise client interactions in contact notes
Contact details
Get a complete overview of your client with all related matters, documents, tasks and invoices in the one place.
Quick access to related matters
Contact specific document folder
Consolidated view of Contact's invoice history
Custom fields
Create custom fields to capture any additional information for either a person or company contact record.
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