Legl Contacts
Create and manage contacts and link them to matters, requests, and payments.
What are contacts in Legl?Contacts is where you can view contact details and a history of interactions with individuals or entities.
How to create a new contactHow to add a clients information and contact details to Legl.
How to search for an existing contactWhere to find details of clients you have previously interacted with through Legl.
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 contactsHow to upload existing clients and start ongoing monitoring