Contact Management

EveryClient (Legal) allows you to keep a repository of all your contacts, their details, their relationships to Cases/Matters and relationships to one another.

All Clients and Resources are automatically added as contacts to EveryClient (Legal).

As well as storing information about Contacts related to Cases/Matters, Clients and your firm, the contacts module also contains links to all the Cases/Matters that a particular contact is associated with.

For example, the contact could be an opposing attorney or a judge. These links make it handy to do such thing as viewing case notes related to previous encounters with a judge or opposing attorney.