The Contacts section provides an overview of all client and contact records.
Users can:
View contacts directly in a grid layout
Search and filter records
Edit client information without excessive navigation
Example contact information includes:
First and last name
Originating attorney
Client number
Client status
Active/inactive status
Additional contact features include:
Contact Types
A contact can be classified as:
Person
Organization
Client Management Features
Active client tracking
Salutations
Multiple phone numbers
Multiple email addresses
Physical addresses
Company website information
Advanced Client Features
Unique functionality includes:
Minimum trust balance tracking
Minimum trust thresholds
Client tagging for categorization and searching
"Also Known As" (AKA) management
Photos and Visual Identification
Users can:
Upload or drag-and-drop photos
Store organization logos or client photos
Improve identification when working with unfamiliar contacts
Edits can be made directly within the interface without requiring multiple windows or screens.
