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OVERVIEW

People on a File

 

All of the people on each file and their roles are listed on the left side of the file folder. Simply select a person and their business card is displayed with contact details below. Double-click to jump to even further contact information if you like.

Internal firm members are also displayed in the same list so you have easy access to everyone associated with the file. The people list features advanced filtering options for displaying just the details you want to see.