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When a matter has a different contact than the main client (LEDES matters, for example may all be under the same insurance company, but the adjuster varies by case) - please make it easier to associate an existing contact with the new matter. Currently, we have to go to Matter > Contacts, search for the adjuster, click on "Associations" then search for the new matter - EVEN THOUGH I SEARCHED INSIDE A MATTER. Please make the link "Associate contact with matter" if you are searching inside Matter > Contacts.
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How often would you use this request?
Weekly |