How to copy contacts from another matter
If you’ve previously entered contacts in another matter and want to reuse them, you can easily import them to save time and avoid duplicate data entry. You can do this from both the Contacts and Roles tabs of any matter details screen.
Navigate to the Contacts or Roles tab inside your matter details screen. Click the “Import From Other Matter” button.
You’ll see a list of all previous matters. You can filter by status, assigned user, questionnaire style, or search by name. Click Select next to the matter you'd like to import from.
A list of contacts will appear. Check the boxes next to the contacts you'd like to bring over. Scroll down and click Select for Import.
Note: All contacts from both matters are listed so you can see which ones already exist and avoid duplicates. They’re sorted alphabetically to make it easier to scan and select only the new contacts.
Once everything looks good, click Import Contacts. A confirmation banner will appear at the top of your matter showing how many contacts were imported.
