Hi Kim Multz, Ashley Alcorn, Matt Glynn, Christy M. Penton, Esq.

Thank you for sharing your feedback. I completely understand how important it is to be able to add multiple contacts efficiently when creating a new lead or matter.

I wanted to clarify that this functionality is already available in Lawcus. When you create a Lead, the first screen captures the Client Information. Once you click Continue, you’re taken to the Matter Details page. On this page, there’s an option to Add Related Contact Under Related Contacts, which allows you to either:

Create a new contact, or

Link an existing contact to the Lead.

Similarly, when adding a Matter, you can also create new contacts or link existing ones directly from the Matter creation screen.

If you’re still facing difficulty adding multiple contacts, I’d be happy to arrange a quick walkthrough to ensure everything is working smoothly.