Lexor standalone feature:
You obviously don’t have to create a new company or person if they are already in your address book. Once you are in the matter details you can link contacts to that matter by clicking the plus sign:
You can search your contact or immediately create a new contact in your address book and link it to that matter. You can select a specific role of that contact in that case and link a reference to it. You can manage the Role types in your settings page.
You can add as many contacts as you want in a matter but you can also create sublevels of contacts by clicking right on your parent contact.
