There are three ways to create a new contact:
Quick Add
Contacts can be quickly added from any section of CARET Legal through the Quick Add menu. You can choose to add a New Person or New Company.
Contact section
Navigate to the Contact section of CARET Legal, click + on the right-hand side of the action bar, then select either New Person or New Company from the drop-down list.
Matter section
Navigate to the Matters section of CARET Legal and open a Matters details, then click on the Contacts tab and click + on the right-hand side of the action bar to display the Add Matter Contact modal.
Click + next to the Contact field and select either Add Person or Add Company from the drop-down list.