Record external contacts and interactions
Preserve the source of a need received outside LeyFind.
- 2 min read
- Who this is for: Law firms
- Last reviewed
Before you start
- Before you start
- An intake-capable membership: Owner, Administrator, Lawyer or Assistant.
- Who can do this
- Record only contacts the firm is authorized to handle.
The essentials
If an inquiry arrived by phone, email or another channel, you can record its follow-up. This helps the team remember the discussion while preserving where it came from.
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