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. In the Select Contact window, search for the contact first. If they aren’t listed, choose Create New

3. Enter the relevant contact information

   Tip

   If their forename and surname, email address or organisation match any existing contacts, they are suggested under Did you mean?. Select a suggestion to add that existing contact instead.

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

         Note

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

4. Create New Contact

The new contact is added to that stakeholder group on the matter.

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