How to Manage Contacts : LawToolBox Support

Here is how to manage contacts in mattes in LawToolBox:

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

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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

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In a contacts

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

Go to contacts under menu to add new entry:

You can add it from the LawToolBox Menu under contacts

Click on + Add from Outlook

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

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In admin portal

*Must have admin portal access

Add new or manage

NOTES:

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LawToolBox Support