Contacts and Matters
By Alexandrea1 author14 articles
- Creating a ContactSee how to create a new contact in Docketwise
- Creating a Matter
- Indicating Related ContactsLearn how to set your contact's relations to one another in Docketwise
- Merging Duplicate ContactsResolve duplicates by merging them into a single contact
- Custom AttributesCreate Custom Attributes for your Contacts and Matters in Docketwise
- Expiry Date RemindersSet reminders automatically for your clients' upcoming expiry dates
- Searching ContactsSearch for contacts by name, email, phone number, A#, and unique identifier.
- Archiving ContactsYou can utilize the Archive feature to help keep track of your most relevant contacts.
- Archiving MattersWith Docketwise, you can utilize the Archive feature to help keep track of your most relevant matters.
- Export Contacts and MattersDownload all of your contacts and matters into a CSV file
- How to Link Multiple Contacts to an Existing MatterLink Any Contact to a Matter
- Workflows with Matter Types and StatusesWorkflows make it easy to stay on track as your matters progress.
- Open, Pending, and Closed Matter StatusSetting a matter's status to open, pending, and closed
- Firm, Contact, and Matter FeedsKeep track of all of your firm's activities with a live feed.