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In this document (video) we will cover the Contacts Database - from capturing how to capture important contact information , documents, and documents, how to relate specific matters to a contact, and how to relate contacts to each other and relate Matters to a Contact. This will assist in the conflict-of-interest check.
In App4Legal you can easily manage your Contacts. First you have to add Contacts to your database. You do that through the quick add button located in the main menu or from the Contacts module by clicking on the button the + button at top right side of the screen.
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There are 3 required fields:
- First Name
- Lats Last Name
- Category
The Category field is used to define the relationship between the contact and the law firm/Legal department. A standard list of values is offered including Client, Opponent, Partner and so on.
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You can click on the Contact’s name or Contacts ID, to open its their page and edit or capture more information.
You can capture information related to general information, change the privacy of this contact, related relate documents, and so onmuch more.
You can also create and manage the Folder structure and Upload Documents through the related documents Tab. The App4legal Document Editor (software that you can install on your machine to easily edit your documents) is an efficient tool to help you manage documents different document versions related to a specific contact.
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Last but not least, you can link a contact to an existing Contact, Matter or contract in App4legal and . For example, you can export related matters to this contact using the export button in the Related Matters Tab. Moreover, you You can even manage reminders related to a specific contact through the Related Reminders Tab.
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