Add contacts and prospects and link contacts to clients and case files.

*How to…

A new generation of practice management software

Follow the on-screen instructions and click the arrow buttons to move through this guide.Press Escape at any time to end the guide.

* At the end of this guide, you will be able to:- add a contact- link a contact to client or casefile- add link specific data- add a prospect- change a prospect to a client

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Working with Contacts and Prospects

It is useful to have contacts stored within Lawware, in order to quickly find details or to automatically insert into letters and emails if you are using case management.

You can add contacts either by clicking on the new contact button on the toolbar, or by choosing File, New, Contact from the menu bar.

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Adding a new contact is the same as adding a client, the main difference is that that money laundering is not required.

Notice that you can mark this contact as a Prospect, i.e. as a potential client.

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Working with Contacts and Prospects

The list of Prospects are available from the Shortcut bar.

Including a prospect in Lawware can be useful as you can add contact details and also record letters, emails, etc to a prospect, and then later you can convert them to a client.

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Working with Contacts and Prospects

Next, you would choose to add an individual or company for the contact (or prospect).

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Working with Contacts and Prospects

Complete the details (as explained in the guide to adding a client) and save.

Note that the contact or prospect status is shown on this screen and you can amend from here.

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Working with Contacts and Prospects

Once your contact has been saved, you can link them – either at client or case file level.

Open your client or case file and click on the contacts sheet tab.

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Working with Contacts and Prospects

To add a contact to the file, you would click on the Options button.

Click Link a Contact

Working with Contacts and Prospects

Click on Link a contact.

Working with Contacts and Prospects

Next, you can search for and select the contact you want to link to the file.

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Working with Contacts and Prospects

Once you select a contact, you will be prompted to add the details that are relevant for that contact for the case or client.

This data can also be shown automatically on letters if you are using document management.

You can change the data labels by clicking in the fields and overtyping – as shown (if you have permission!).

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You can type here

Working with Contacts and Prospects

You will see the contacts displayed in the list with their details.

This now allows you to work with these contacts when using document and email management (more detail on this can be found on the guide for Working with Documents).

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Working with Contacts and Prospects

If you have added a prospect who becomes a client, it’s very straightforward to change the status.

Open the Prospects details and select the client status.

Select Yes (Client) and save your changes. the record will no longer appear in prospects, but will move to the clients listing.

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* You have now learned how to:- add a contact or prospect- link a contact to client or casefile- add link specific data- add a prospect- change a prospect to a client

Click End.