Creating an individual contact

Method 1 

Click on the '+ New' sign (top left corner) and click ‘Contact’ to create a new client contact.

Choose ‘Individual':

Enter the name, email address, phone number, address and any additional notes you wish to add regarding this contact:

Specify originating attorney:

Attach any optional files for the contact by selecting files from your computer or dragging and dropping them:

Set the contact status toggle switches as appropriate:

Click ‘Create contact.’

Method 2

From the ‘Contacts’ section (left navigation bar), click '+' sign (top left-hand side).

Continue entering contact information as specified in Method 1 above