Rocket Matter Contacts.
Access all of your firms contacts by clicking 'Contacts' in the left-hand navigation panel.
View your Contacts by Last Name, First Name or by First Name, Last Name. Search for Contacts that are Clients, by toggling your desired selection.
NOTE: You can also search for a Contact by typing their name into the search bar.
Adding a Contact from this page is easy. Simply click on the '+' sign to add a new Contact.
Be sure to save contact details before leaving the page. For step-by-step instructions on how to create a contact, see How to add a Contact.