The contact page
Click a contact to open their page. The tabs along the top gather everything your firm holds about them.
| Tab | What's there |
|---|---|
| Dashboard | Contact information, Identity (ID verification), the contact's company or people, and Portal access. |
| Matters | Matters this contact is on, as a client or a related contact, with their role. Filter by All, Client or Related. |
| Documents | Documents filed on the contact, plus documents on their matters (From matters). See Documents. |
| Communications | Emails, calls, texts and portal messages logged on the contact, and entries on their matters where they're a party. See Communications. |
| Notes | Notes about the contact. See Notes. |
| Requests | Documents you've asked this client to upload in the portal. See Document requests. |
| Invoices | Invoices billed to this contact. |
| Custom fields | Your firm's own fields for contacts, read-only. Shown when your firm has any. |
| Audit trail | Every change to the contact and its records. See The audit trail. |
Some tabs only show when they apply to you: Requests needs the client portal, and Audit trail needs the View audit trails permission.
The matter-related tabs only show what's on matters you can see. A contact's page never reveals a matter that's been kept from you.
Still need help?
Send a request to the Mattersimple team and we'll reply by email.