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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 click on the Person’s name or ID, to open their page and edit or capture more information.
You can capture general information, change the privacy settings for this specific person, add related documents, customize fields and much more.
You can also create and manage the Folder structure, Upload and download files/folders through the Documents Attachments Tab.
The App4legal 360 docs will help you manage your documents the same way as you are using Microsoft web. 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 , Matter or Matter a contract in App4legal. For example, you can export-related matters to this person using the export button in the Matters Tab.
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