How to link a contact/ matter/ contract to a company?

Objectives

• Link a contact/ matter/ contract related to the company

Environment

• Company Module

Additional Information

• Link contact/ matter / contract related to the company 
• Export contacts/matters related to the company to excel

Procedure

The related contacts tab is used to keep track of Contacts related to a Company. For example, the CEO, the Lawyer of the Company, or other employees. Contacts related to the Company are present with their information in the Contacts module which will be covered next.

To relate the contact, you can simply write the contact name and then press on Add Relation Button.

From the actions button, you can export to excel the company-related contacts.

Related matters tab is auto-populated based on the Matters in the application. Whether a client, opponent, or relation of a different category as long as the Company has been linked to the matter it will appear here.

To relate the matter, you can simply write the matter name and then press on Add relation button.

From the actions button, you can export to excel the company-related matters.

All Contracts related to the company can be found in the Related Contracts tab. This tab is auto-populated based on the Contracts in the application.

To relate to the contract, you can simply write the contract name and then press on Add relation button.

For more information about App4Legal, kindly reach out to us at help@app4legal.com.

Thank you!