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.
- Manage relationship types
- Record uncommon details
- Tag marketing subscriptions
