How do I create a new contact (referee)?

In the left menu bar, click on 'Contacts' under the heading 'Firm'


To add a new contact, click 'Create contact' at the top right corner of the page.1-May-28-2025-12-03-47-2237-PM


A pop-up will appear, where you can fill in the contact's information.

  • Title

  • First name*

  • Last name*

  • Role

  • Client

  • Industry
  • Practices
  • Specialists
  • Department

  • Notes

  • Phone number

  • Mobile

  • Email*

  • LinkedIn

  • Address

    • Street address
    • Apartment, suite, unit, building, floor, etc.
    • Postal code
    • City
    • Region
    • Country
    • Files

Once you have inserted all the applicable information, click 'Create contact' at the bottom right corner of the pop-up to create the new contact.

2-May-28-2025-12-03-47-2350-PM