Contacts and Matters

Creating a Contact

See how to create a new contact in Docketwise

Written by Chris Williams
Updated over a week ago

Searching Contacts

Search for contacts by name, email, phone number, A#, and unique identifier.

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.

Written by Eliana Garcia
Updated over a week ago

Creating a Matter

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.

Written by Chris Williams
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

Indicating Related Contacts

Learn how to set your contact's relations to one another in Docketwise

Written by Chris Williams
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

How to Link Multiple Contacts to an Existing Matter

Link Any Contact to a Matter

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.

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

Written by Chris Williams
Updated over a week ago

Custom Attributes

Create Custom Attributes for your Contacts and Matters in Docketwise

Written by Chris Williams
Updated over a week ago

Expiry Date Reminders

Set reminders automatically for your clients' upcoming expiry dates

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.

Written by Jeremy Peskin
Updated over a week ago