How to add a new contact in Law App — video guide

A contact is any person or organisation you store in Law App — clients, other parties and suppliers. The video below shows how to add one; the summary underneath lists the same steps.

What is a contact in Law App?

A contact is a record of a person or organisation in Law App, such as a client, another party to a matter, or a supplier. Once a contact exists you can link them to matters and reuse their details, so you only enter their information once.

How to add a new contact

Adding a contact follows these stages. Watch the video above for the exact screens; the steps below are the summary.

Open the contacts area in Law App.
Choose to add a new contact.
Enter the contact’s details — name, and contact information such as address, phone and email.
Save the contact so it is available to link to matters.

Tip. Add a contact once and reuse it across as many matters as you need — there is no need to re-enter the same person on every file.

Common questions

Can I link one contact to several matters?

Yes. A contact is stored once and can be linked to any number of matters, which keeps their details consistent across every file they appear on.

What is the difference between a contact and a client?

A contact is the underlying record of a person or organisation. A client is a contact who is engaged on a matter. The same contact can also appear in other roles, such as another party.

Can I edit a contact’s details later?

Yes. You can open a contact and update their details at any time, and the updated information is used wherever that contact is linked.