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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 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 plus button at on the top right side of the screen.
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The Category field is used to define the relationship between the contact and the law firm /Legal or legal department. A standard list of values is offered including Client, Opponent, Partner, and so on.
Other fields are optional; however, you can fill out these fields to make it easier to generate reports at a later stage. Optional fields include Sub-Category, Company / Group, Job Title, Email, Address information, and so on.
Once you’ve added your Contact, you can now manage all related information.
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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 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.
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