Contacts
Create and manage contacts and link them to matters, requests, and payments.
By Tess and 2 others3 authors7 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 a clients information and contact details to Legl.
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.
How to bulk upload individual contacts for Ongoing MonitoringHow to upload existing clients and start ongoing monitoring