Contacts
Create and manage contacts and link them to matters, requests, and payments.
By Tess and 1 other2 authors6 articles
What are contacts in Legl?Learn what Contacts is in Legl, what information it holds, and how to use it to manage client relationships.
How to create a new contactHow to add an individual, business, trust, or vessel contact to Legl manually or when sending a pay or engage request.
How to search for an existing contactLearn how to find an existing client in Legl using the Contacts page, Engage, or Pay.
How to update a contact’s email addressStep-by-step guide on how to add or amend a contacts email address.
How to view a contact’s activity historyNavigating the history of a contact's activities.
How to view a contact’s edit historyHow to review any amendments or changes that have been made to a Contact.