Creating new contacts

New contacts can be created:

• Within a matter
• Within your Contact settings

Within a matter

1. Select the + icon next to the relevant stakeholder group
2. Choose Create New
3. Enter the relevant contact information

Tip

If their name, email address or organisation match any existing contacts, they will be provided as a suggestion.

1. By default, you will be asked to provide: 1. Forename 2. Middle Name 3. Surname 4. Email 5. Phone Number 6. Organisation Name

   Note

   Further data can be added to a contact card once it’s been created by following the guidance here.

2. Create New Contact

Within your Contact settings

1. Navigate to the Contacts area located in the left-hand sidebar
2. Select + Add
3. Follow steps 3 - 4 above