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Add a contact

Add new contacts to send invoices, and assign cases and letters.

Updated this week

Contacts can be associated to a client, and can be the main contact for invoices, cases, and letters.


How-to

Add a contact

  1. Navigate to the Contacts tab.
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  2. Select + New Contact.

  3. Select the contact type and other relevant information.

  4. Click Create.

Once you have created the contact, you can view associated cases, letters, invoices and payments associated with them.

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