Contacts and Matters
By Jeremy and 2 others3 authors14 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.