Contacts & clients
Your firm's address book of people and companies, and the clients among them.
Adding people and companiesContacts & Clients is your firm's address book: the people and companies you deal with, whether they're clients, opposing parties, witnesses, experts or anyone else. Everyone on your team can add and...The contact pageClick a contact to open their page. The tabs along the top gather everything your firm holds about them.Clients and ID verificationThere's no separate client list to maintain. A contact is a client as soon as they're a client on any matter, open, pending or closed, and they're marked Client across Mattersimple. They stop being on...Editing and deleting contactsOpen the contact and click Edit. The edit page holds every field, including custom fields. Click Save when you're done.IntakeContacts & Clients → Intake is where prospective clients wait until you take them on. A lead arrives from your website's intake form, from a website enquiry, or because you added it by hand. You need...
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