Here is how to manage contacts in mattes in LawToolBox:

  1. Within a matter from an email or search database
  2. Within contacts through the waffle menu (see related article FAQ - Adding a contact to LawToolBox)
  3. Within admin portal to add, import, see all associated matters, tags and more

Watch our recent webinar on Managing Contacts 


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1) In a matter:

Using the outlook add-in, click on the matter name that you would like to add contact to.


Open the action menu > Manage Contacts


You can save any contact info from an email you are viewing inbound or sent 

  • Just click on + from Email
  • This reads the email cc and you can add to matter, assign tags and add notes


+ From Email:


 

Matter Contacts:


Add Contacts:


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2) In "contacts":

This allows you to add contacts to LawToolBox without adding it to a specific matter.

Go to "contacts" under the waffle menu to add new contact:

 

Click on + Add Contact



Click + Manually Add (if adding a contact from scratch)


 

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3) In admin portal


admin.lawtoolbox.com > manage contacts


 

Learn More: