Contacts and Matters
5 articles in this collection
Written by Jeremy Peskin
Written by Jeremy Peskin
Workflows with Matter Types and Statuses
Workflows make it easy to stay on track as your matters progress.
Written by Jeremy Peskin
Updated over a week ago
Updated over a week ago
Firm and Matter Feeds
Keep track of all of your firm's activities with a live feed.
Written by Jeremy Peskin
Updated over a week ago
Updated over a week ago
How to Link Multiple Contacts to an Existing Matter
Link Any Contact to a Matter
Written by Jeremy Peskin
Updated over a week ago
Updated over a week ago
Export Contacts and Matters
Download all of your contacts and matters into a CSV file
Written by Jeremy Peskin
Updated over a week ago
Updated over a week ago
Merging Duplicate Contacts
Resolve duplicates by merging them into a single contact
Written by Jeremy Peskin
Updated over a week ago
Updated over a week ago