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Client and Contact Management



Additional Client and Contact Management Features:

  • Create mailing lists
  • Mass mail merge
  • Create private contacts
  • Show related matters and related contacts
  • Tools to remove duplicate contacts
  • Custom screens and fields to capture information specific to types of contacts
  • Auto-dial phone numbers
  • Active email and web address links
  • Import contacts from Outlook
  • Security available at the contact, document, event and portal level
  • Audit trails
  • Track employee information

Contact your ProLaw account representative by completing the Information Request Form or by calling 800-977-6529.

    Information Request