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Create a file in the Access Legal Fusion iOS app

Create a file in the Legal Fusion iOS app? Add new contact when creating a file in the app. Add new client when creating a file in the app.

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Written by Valeriu Holtea
Updated over 6 months ago

  1. To open the main menu, tap the three lines.

  2. Tap New File Wizard.

  3. To add an existing contact, browse for an existing contact.
    Alternatively, add a new one by following the steps below:

    1. In the contact field, tap New.

    2. Tap through the tabs to enter the contacts information.

    3. Tap Save.

  4. To add an existing client, browse for an existing contact.
    Alternatively, add a new one by following the steps below:

    1. In the client field, tap New.

    2. Enter the information for the contact.

    3. Tap Save.

  5. To create the matter and case, tap Create Case.

  6. Enter the information for the matter and case.

  7. Tap Save.

🤓Tip: When you are ready, import the case into Access Legal Fusion using the Import App Actions feature.

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