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
  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: