Contact Overview Page

Contacts allow your organization to store information about individuals and organizations. You can associate contacts with matters (as Matter Participants) or legal with holds (as Custodians), if the Legal Holds feature is enabled for your organization. Contacts can be imported or created directly within LexisNexis® CounselLink®.

Examples of contacts include:

• Opposing law firm on a case
• Plaintiffs or defendants
• Patent inventor
• Internal stakeholder

Contacts can also be added to Contact Groups, which helps streamline adding multiple contacts to matters or legal holds.

You must have the Contact Administrator or Contact Setup role to perform actions on a contact.

This article covers the following:

• About the Contact Overview Page
• Matters Tab
• Legal Holds Tab
• Groups Tab
• Documents Tab
• Notes Tab
• History Tab

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About the Contact Overview Page

The Contact Overview page contains detailed information about a contact, including general information, assigned matters, legal holds, and group memberships.

Top Section of the Overview

The main details area displays high-level information about the Contact, including activation status, Contact Type, contact information, and several other useful details.

You can also perform the following actions:

• Edit: Click the pencil icon to edit the Contact. 
• Export: Click the download icon to export contact information as an .xlsx file.
• Inactivate / Activate: Click the vertical ellipses to manage the status of the Contact.

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Matters Tab

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The Matters tab lists all matters to which the contact is assigned. Click a matter name to open its Matter Overview page.

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Legal Holds Tab

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The Legal Holds tab lists any legal holds associated with the contact. Click a legal hold name to open its overview page.

You can assign or release the contact from their holds in this tab.

Action	Description
Assign	After selecting one or more holds, click this button to assign the contact to the legal hold(s).
Release	After selecting one or more holds, click this button to release the contact to the legal hold(s).

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Groups Tab

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The Groups tab lists all Contact Groups to which the contact belongs.

You can add or remove the contact from a Contact Group in this tab.

Action	Description
Add	Add the contact to an existing Contact Group.
Remove	After selecting one or more groups, remove the contact from the group(s).

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Documents Tab

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The Documents tab lists all documents uploaded directly to the contact.

Documents uploaded to a contact are not available in the global Document Search.

Adding Documents to a Contact

1. Navigate to the Contact Group Overview page.
2. Click the Documents tab.
3. Click +Add.

The Add Document window displays.

4. Upload a file by selecting it from your computer or dragging it into the upload area.
5. Enter a name in the Name field.
6. Click Save. 

Deleting a Document on a Contact

1. Navigate to the Contact Group Overview page.
2. Click the Documents tab.
3. Select the checkbox next to the document(s).
4. Click Delete.

5. Click Yes, Delete on the confirmation window. 

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Notes Tab

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The Notes tab allows you to add notes related to the contact and view previously added notes.

Currently, notes cannot be deleted—only added.

To add a note:

1. Click the +Add button .
2. Cnter your text.
3. Click Save.

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History Tab

The History tab displays a log of all actions performed on the contact, including updates and status changes.