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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 StatusSetting a matter's status to open, pending, and closed
Expiry Date RemindersSet reminders automatically for your clients' upcoming expiry dates
Creating a Matter
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 MatterLink Any Contact to a Matter
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