Manage Contacts | Contacts

Contacts
Client Financial Dashboard
The “Finance” dashboard in the client profile allows you to monitor the financial status of your business relationship with the client in real time. It displays key metrics across all client matters: payments received, collection rate, work in ...
Individual Access to Contacts
In Jusnote, access to contacts (both individuals and companies) can be configured at the user level using custom individual groups. This allows for precise access control — similar to how it works for matters — without requiring predefined groups. ...
How to create a contact in Jusnote
Both the individuals and companies can be contacts in Jusnote. The user can also be a contact, but if he is an independent client of the company. To create or edit a contact, you need to fill in a number of fields. The only required field is the ...
How to create a contact
Both the person and the company can be contacts in Jusnote. What is more, the User can be the contact as well, but in case if this User is the client of the company. To add a new contact to the system, you'll need to fill in several fields. The only ...

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Jusnote Workflow Automation – The Complete Guide
In the fast-paced legal world, efficiency isn't just a goal - it's a necessity. This is where Jusnote's newly released workflow automation module comes into play, transforming the way legal teams operate. It offers a series of automated actions that ...
How to pay for the Jusnote subscription
How to purchase a subscription in Jusnote Before starting the process of purchasing the subscription of Jusnote, please note that only administrators can manage subscriptions in the system. Users can't go to the system's preferences and, thereby, ...
How to create the invoice in Jusnote
Jusnote allows you to swiftly create invoices for the prepayment or payment to your clients. Before you start, please make sure that you have already created the contact to which you are going to send the invoice for prepayment, or that you have time ...
How to build document relations in Jusnote
Let’s talk about document relations and why you need this feature that is built-in in our document management software. For example, you have a contract. But this contract has other documents that are somehow related. Like scans, proposals, or ...
How to deactivate a user in Jusnote
How to deactivate a user in Jusnote If you want to block a user's access to the system and all of the data, you need to deactivate him from Jusnote. Luckily, it's very easy to do. Go to your Settings; Tap on the Team section; Here you manage all ...

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