Contacts
By Maninder and 1 other2 authors5 articles
How to add Related Contacts to a Matter or Lead in Lawcus?Effortlessly add related contacts to matters or leads.
How to Add a New Contact, Edit and Delete a Contact in Lawcus?Steps to Add, Edit & Delete Contacts.
How to Create & Apply Contact Tags in Lawcus?Create, apply and manage contact tags within Lawcus with quick steps.
How to Merge Contacts?Learn how to merge contacts or duplicate contacts efficiently while retaining important information.
Understanding Contact Views in Lawcus: All Contacts, Clients, and Potential ClientsA simple guide to understanding how contacts, clients, and leads are organized in Lawcus.