How can I edit contact details?

The matter details screen shows the different contacts captured on the matter:

But you cannot edit them here - to add/edit contacts and contact details you need to open the client intake form:

And then go to the contact details section (or however you may have renamed that):

On thing to note - in the contact details section the client can delete contacts (other then themselves) up until the point they submit the questionnaire. After submission, only the attorney is able to delete

Still need help? Contact Us Contact Us