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Contacts and Matters
Contacts and Matters
Creating a Contact
Creating a Matter
Indicating Related Contacts
Merging Duplicate Contacts
Custom Attributes
Expiry Date Reminders
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Archiving Contacts
Archiving Matters
Export Contacts and Matters
How to Link Multiple Contacts to an Existing Matter
Workflows with Matter Types and Statuses
Open, Pending, and Closed Matter Status
Firm, Contact, and Matter Feeds