Hi Kristopher,

Thank you for your question! 

Contacts are allocated to contact files depending on the information that pertains to them in the Matter Details. So in this instance, if a contact is inserted as your ‘Client’ in the Matter Details, then their contact card will be allocated to that folder. 

Similarly, if a contact card has been used for another role (i.e. Accountant/Barrister) in the Matter Details for a matter, then they will be allocated to those files.

Please let us know if we can assist any further!