Know the people behind the matter
One directory of clients and contacts, with every matter they touch.
Screen a name before the file opens.
Clear, potential or conflict, against your firm's own records.
What the record holds.
Individual or organisation
Both sit in one list.
Addresses
A main and a second.
Phone numbers
More than one per record.
Found via
How the client reached you.
Linked matters
Every matter they are on.
Find anyone from any screen.
Search reaches clients, contacts and matters by name.
