Tab (Desktop App)

In the Desktop App, resources (such as contacts and matters) open in tabs which appear along the top of the main window. This is similar to the behaviour of web browsers.

You can close tabs (except the "Me" tab) by middle-clicking or using the "X" button.

Me

The Me tab is the entry screen for ContactsLaw. It is the home for the user and holds a menu for the user's allocated Tasks, Matters, Calendar, Documents and others.

Contact

Contact tabs provides a home for the various lists, ledgers and summary information about a contact. All operations that can be performed on the contact are accessed from the contact's tab.

The tab uses the contact's display name as its caption (editable from the summary).

Matter

Matter tabs contain the information about a matter, including billing, documents and ledgers.

Workgroup

Workgroup tabs contain summary information, configuration for documents and matters, policies and workgroup-specific processes.

Business

The business tab displays information about the business associated with the main window; each business opens in a separate window. This includes accounting, document types, workgroups, policies and management settings.

Subscription

The subscription tab provides access to subscription-wide functionality, including members, document templates, policies and management settings.

You can access the subscription tab from a main window associated with any of its businesses.