Contacts: clients and parties

The Clients page in Practice is one record of everyone the firm deals with: clients (people and companies), opposing parties, courts, experts, notaries and witnesses. These records feed conflict checks and link to matters, leads and invoices.

Where to find it

Choose Clients in the side menu. The page title is Clients & contacts.

Search and filters

1. Type a name, phone number or ID number in the search box and press Search.
2. Filter by Role (Client, Opposing party, Court / circuit, Expert, Notary, Witness, Other), Type (Individual, Company / entity) or Owner.
3. Change Sort between Recently updated, Name and Recently added.
4. Press Clear filters to go back to the full list.

Clicking a name opens the contact page, which gathers their details, activity, tasks, leads and conflict checks (details).

Archived contacts

Archived contacts are hidden from the default list. Turn on the Archived filter to see them. See Edit and archive a contact.

Who can do what

Owners, partners, lawyers and paralegals can add and edit. Accountants have read-only access.