One record, the whole relationship
A contact in Sque is more than an address book entry. It is the hub for every matter, invoice, document, and communication tied to that person or organisation. Open a client record and you have the full picture in one screen.
The contact detail tabs
| Tab | What you'll find |
|---|---|
| Overview | Name, contact info, rate card, and recent activity |
| Matters | All matters linked to this contact with status and billing summary |
| Invoices | Invoice history and outstanding balance |
| Billing | Time entries attributed to this client |
| Briefcase | Matter files linked to this client's vault |
| Projects | Internal projects associated with this client |
| CRM | Pipeline stage, BD notes, and relationship history |
Getting started
- 1
Go to Contacts and click New contact.
- 2
Enter the name, organisation, and contact details.
- 3
Set the rate card for billing — hourly rate and billing currency.
- 4
Link to an existing matter or create a new one from the contact record.
FAQ
Can I have multiple contacts at the same organisation?
Yes — each contact is an individual record. Link them to the same organisational client using the Organisation field.
Can clients access their own contact record?
No — client records are internal. Clients interact with Sque via the Client Portal (Spaces).
How do I archive a contact?
Open the contact record, click the three-dot menu, and select Archive. Archived contacts are hidden from the list but their history is preserved.