How-To (Desktop App)

This resource is designed to guide you through the process of using the ContactsLaw Desktop App effectively. Whether you're looking to add new contacts, create a matter, or explore other features, you'll find clear instructions and helpful tips here.

Contacts

• What is a Contact
• How to Create a New Contact
• How to Establish Contact Relationships

Matters

• What is a Matter
• How to Create a New Matter

Documents

• What is a Document
• How to Create Document
• How to Upload Document
• How to Create a Brief
• How to Create a New Template
• How to Create PDF Template

Billing

• How to Create an Invoice
• How to Record Time

Reconciliation

• What is a Reconciliation
• How to Create a Reconciliation

Activities

• What is an Activity
• What is a Task
• How to Start a Processes
• How to Create Tasks
• How to Create a New To-Do
• How to Set and Schedule an Appointment

Quote

• How to Create a Quote

Members

• How To Add and Manage Members