Contacts & Companies

The Contacts view is the default screen when selecting Contacts from the side menu.

See all Active Contacts or Archived Contacts.

Select the Contact Group drop down to sort by criteria such as Client and Judge.
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View the Client’s First and Last Name. Group, Cases and Date added. You can also sort by First or Last Name.

Select Contact information by selecting their Name or Case.

Edit by selecting the Edit (pencil) Icon.

Import or

Add a Contact. ​

Companies are viewed and added the same way as Contacts. ​