This article explains how to create a new Client Contact in Unity® Practice Management. 

How to Create Client Contact

1. In the Case Summary screen, click New and select New Client Contact

   

2. Enter the Contact Details
3. Enter Date GDPR Last Reviewed
4. Select Lawful Basis
5. Add GDPR Notes
6. Select the communication method if the contact consents to receive marketing
7. Enter the Member Legal Aid Details

8. Once done, click Submit

   

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   Create a New Case Contact