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• Add a new Contact
• Edit a Contact
• Set Categories/Sub-Categories to your Contacts to search more easily
• Link a Contact to a Contact
• Create Folders and Documents
• Export all the Matters Related to a Contact

Procedure

In this document ( video ) we will cover the Contacts Database - how to capture important contact information and documents, how to relate specific matters to a contact, and how to relate contacts to each other. This will be very helpful when checking for conflicts-of-interest.

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  + the plus button at top right side of the screen.

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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) Editor  is an efficient tool to help you manage different document versions related to a specific contact.

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Finally, you can link a contact to an existing Contact, Matter or contract in App4legal. For example, you can export related matters to this contact using the export button in the Related Matters Tab. You can even manage reminders related to a specific contact through the Related Reminders Tab.

For more information about App4Legal, kindly reach out to us at help@app4legal.com.

Thank you!