Add a Key Contact to a Client

How to add a key contact to your client. This is most often used if a client is a minor or gravely injured.

• NOTE: A key contact should be used in cases where your firm is not communicating directly with the client.
• Go to the Client Tab from the open case.
• Click the arrow at the end of the contact details row.
• Select Edit from the drop-down menu. 

• A pop-up window will appear.
• Edit the information.
• Click Save at the bottom of the window.

• The edited information will appear under contact details on the tab.