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
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
Last updated