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Rosebay Development Partners, LLC www.rosebaydp.com
ExchangeWise (Pty) Ltd www.exchangewise.com Page 1
MX-Contact Information Sheet MX-Contact for Attorneys
1 Introduction
The purpose of this document is to give an overview of the functionality available for version of
MX-Contact designed for Attorneys.
The Attorneys ‘module’ adds the following functionality to the Base System of MX-Contact:
Modified Company Form
Modified Contacts Form
Cases
Enhanced E-Mail Handling
Enhanced Document Handling
2 Companies (Modified)
The standard MX-Contact Companies folder has been modified in order to record information
relating to an attorney environment.
2.1 Companies Folder
2.2 Companies Form - General Tab
The General tab consists of a number of fields recording information such as Company
Name, Address, Phone Number etc.
Rosebay Development Partners, LLC www.rosebaydp.com
ExchangeWise (Pty) Ltd www.exchangewise.com Page 2
MX-Contact Information Sheet MX-Contact for Attorneys
2.3 Companies Form - Profile Tab
The Profile tab consists of a number of fields recording information such as Legal/
Commercial Name, Company Registration Number, Industry etc.
Rosebay Development Partners, LLC www.rosebaydp.com
ExchangeWise (Pty) Ltd www.exchangewise.com Page 3
MX-Contact Information Sheet MX-Contact for Attorneys
3 Contacts (Modified)
The standard MX-Contact Contacts folder has been modified in order to record information
relating to the Legal Industry.
3.1 Contacts Folder
3.2 Contacts Form - General Tab
The General tab consists of a number of fields recording information such as Contact
Name, Address, E-mail etc.
Rosebay Development Partners, LLC www.rosebaydp.com
ExchangeWise (Pty) Ltd www.exchangewise.com Page 4
MX-Contact Information Sheet MX-Contact for Attorneys
3.3 Contacts Form - Profile Tab
The Profile tab consists of a number of fields recording information such as Birthday,
Marital Status, Interests etc.
Rosebay Development Partners, LLC www.rosebaydp.com
ExchangeWise (Pty) Ltd www.exchangewise.com Page 5
MX-Contact Information Sheet MX-Contact for Attorneys
3.4 Cases
A custom folder has been added to record Case details. This folder allows you to collect
and report on a variety of information relating to a case, such as case number,
description, etc.
3.5 Cases Folder
3.6 Cases Form - General Tab
The General tab consists of a number of fields recording information such as case,
description, type etc.
Rosebay Development Partners, LLC www.rosebaydp.com
ExchangeWise (Pty) Ltd www.exchangewise.com Page 6
MX-Contact Information Sheet MX-Contact for Attorneys
3.7 Cases Form – Details Tab
The Details tab consists of a number of fields recording information such as expected
fees, rating, probabilty etc.
Rosebay Development Partners, LLC www.rosebaydp.com
ExchangeWise (Pty) Ltd www.exchangewise.com Page 7
MX-Contact Information Sheet MX-Contact for Attorneys
3.8 Cases Form – Staff Roles Tab
The Staff Roles tab consists of a number of fields recording the role of each staff member
associated with the case.
4 Associations
The Association folders are used to record information about the relationships between entities
such as Cases, Companies and Contacts etc.
Rosebay Development Partners, LLC www.rosebaydp.com
ExchangeWise (Pty) Ltd www.exchangewise.com Page 8
MX-Contact Information Sheet MX-Contact for Attorneys
4.1 Cases to Companies Form
4.2 Cases to Contacts Form