How do I create a contact?

Written By Eugenia Gueorguieva (Administrator)

Updated at September 22nd, 2022

To create a new contact, click on the (+) icon on the top right of any page and select “+New Contact”. 

There are two types of contacts, Person and Company.  Both can be linked to a matter.  When linking a contact to a matter, you can indicate the type of connection to the matter.  The connection types are customizable in the Contacts tab of the Data Properties section in Account Administration.