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Every matter must be associated with a client. That contact may be an individual, a number of people – e.g. a husband and wife – a company or another type of entity. Therefore,
NOTE: if the contact has not yet been created please first create the contact by selecting the contact icon (teal ID card) from the top menu bar. Once the client is entered into Wise Owl Legal, select the primary client by typing their name into the field and selecting from the drop down menu.
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