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The Category field is used to define the relationship between the person and the law firm 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.
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You can also create and manage the Folder structure and Upload Documents , Upload and download files/folders through the Documents Tab. The App4legal Document Editor is an efficient tool to help you manage different document versions related to a specific contact.
You can even manage reminders related to a specific person through the Reminders Tab.
Finally, you can link a person to an existing Person or Matter in App4legal. For example, you can export-related matters to this person using the export button in the Matters Tab. You can even manage reminders related to a specific person through the Reminders Tab.
For more information about App4Legal, kindly reach out to us at help@app4legal.com.
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