How to manage your Contacts in App4Legal?

Objectives

• Insert a Contact in the data base
• Correct/Revise/Update data related to an existing Contact
• Capture and manage a contact’s details

Environment

• Contacts Module

Additional Information

The Contacts Module also allows you to

• 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 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 on the top right side of the screen.

There are 3 required fields:

• First Name
• Last Name
• Category

The Category field is used to define the relationship between the contact 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.

Once you’ve added your Contact, you can now manage all related information.

You can start by using the advanced filters that will help you search for contacts based on the criteria that you select. For example, you can search for contacts that fall in the client category

You can click on the Contact’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 contact, add related documents, and much more.

You can also create and manage the Folder structure and Upload Documents through the Related Documents Tab. The App4legal Document Editor is an efficient tool to help you manage different document versions related to a specific contact.

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!