All People / My People

The "All People" view shows all people associated with your organization. The "My People" view shows any people for which you are an attorney or para legal for.

Use the search feature to find anyone

Click "New Person" button to create a new person

Click the meeple with a checkmark to perform conflict checks

Click the download folder icon to download a csv of All / My People

Click on the person's name to view further details, including matters, invoices, transactions etc.

Click the ellipses in the "Actions" column to view, edit or delete a person's record

My People / All People view
My People / All People view

Filtering

Click the "Filters" button to filter people records, you can filter by Type, Role, Primary Attorney, Paralegal, Minimum last contact date, Maximum last contact date, Lead Stage, you can also filter or exclude people with specific tags

People filters
People filters
Additional people filters
Additional people filters

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