The Correspondence Management functionality has been available since April 2019. This functionality enables users to categorise contacts within Client, Associate and Other Side organisations to control which people appear on the Contacts tab of cases for correspondence purposes.
Enabling this functionality helps ensure correspondence is being sent to the correct organisation/individual e.g. you can set up a specific contact to receive billing information on a case.
If your system does not currently use this functionality, please contact our Support team for more information.
The use of this functionality is outlined in the sections below:
- Set up Correspondence Management
- Add Correspondence Contacts
- Delete a Correspondence Contact
- Add/Edit Renewal Client/Renewal Billing Contact
- View Correspondence Contacts on a Case
