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Contacts and Matters
Contacts and Matters
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
Written by
Chris Williams
Updated over a week ago
Creating a Matter
Written by
Chris Williams
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
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
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
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
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
Firm, Contact, 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