Contacts and Matters

10 articles in this collection
Written by Jeremy Peskin and Chris Williams

Expiry Date Reminders

Set reminders automatically for your clients' upcoming expiry dates

Written by Chris Williams
Updated yesterday

Creating a Matter

Written by Chris Williams
Updated over a week ago

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 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

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

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

How to Link Multiple Contacts to an Existing Matter

Link Any Contact to a Matter

Written by Jeremy Peskin
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

Merging Duplicate Contacts

Resolve duplicates by merging them into a single contact

Written by Jeremy Peskin
Updated over a week ago