Contacts and Matters

Jeremy Peskin avatar Chris Williams avatar Eliana Garcia avatar
14 articles in this collection
Written by Jeremy Peskin, Chris Williams, and Eliana Garcia

Creating a Contact

See how to create a new contact in Docketwise
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Written by Chris Williams
Updated over a week ago

Searching Contacts

Search for contacts by name, email, phone number, A#, and unique identifier.
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Written by Chris Williams
Updated over a week ago

Archiving Contacts

You can utilize the Archive feature to help keep track of your most relevant contacts.
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Written by Eliana Garcia
Updated over a week ago

Creating a Matter

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Written by Chris Williams
Updated over a week ago

Archiving Matters

With Docketwise, you can utilize the Archive feature to help keep track of your most relevant matters.
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Written by Chris Williams
Updated over a week ago

Export Contacts and Matters

Download all of your contacts and matters into a CSV file
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Written by Jeremy Peskin
Updated over a week ago

Indicating Related Contacts

Learn how to set your contact's relations to one another in Docketwise
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Written by Chris Williams
Updated over a week ago

Merging Duplicate Contacts

Resolve duplicates by merging them into a single contact
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Written by Jeremy Peskin
Updated over a week ago

How to Link Multiple Contacts to an Existing Matter

Link Any Contact to a Matter
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Written by Jeremy Peskin
Updated over a week ago

Workflows with Matter Types and Statuses

Workflows make it easy to stay on track as your matters progress.
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Written by Jeremy Peskin
Updated over a week ago

Open, Pending, and Closed Matter Status

Setting a matter's status to open, pending, and closed
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Written by Chris Williams
Updated over a week ago

Custom Attributes

Create Custom Attributes for your Contacts and Matters in Docketwise
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Written by Chris Williams
Updated over a week ago

Expiry Date Reminders

Set reminders automatically for your clients' upcoming expiry dates
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Written by Chris Williams
Updated over a week ago

Firm and Matter Feeds

Keep track of all of your firm's activities with a live feed.
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Written by Jeremy Peskin
Updated over a week ago