Contacts and Matters
14 articles
- Archiving ContactsYou can utilize the Archive feature to help keep track of your most relevant contacts.
- Custom AttributesCreate Custom Attributes for your Contacts and Matters in DocketWise
- Indicating Related ContactsLearn how to set your contact's relations to one another in Docketwise.
- Open, Pending, and Closed Matter StatusLearn how to set a matter's status to open, pending, or closed.
- Expiry Date RemindersSet reminders automatically for your clients' upcoming expiry dates.
- Creating a MatterLearn how to quickly set up a new matter and assign crucial details for your case.
- Creating a ContactSee how to create a new contact in Docketwise.
- Searching ContactsSearch for contacts by name, email, phone number, A#, and unique identifier.
- Archiving MattersWith Docketwise, you can utilize the Archive feature to help keep track of your most relevant matters.
- Workflows with Matter Types and StatusesWorkflows make it easy to stay on track as your matters progress.
- Firm, Contact, and Matter FeedsKeep track of all of your firm's activities with a live feed.
- How to Link Multiple Contacts to an Existing MatterLearn how to link multiple related contacts to a single matter in DocketWise to track all associated individuals in the Matter Overview tab.
- Export Contacts and MattersDownload all of your contacts and matters into a CSV file.
- Merging Duplicate ContactsResolve duplicates by merging them into a single contact.