Skip to main content

Contacts

The Contacts directory stores all individuals and company contacts your firm works with — leads, clients, opposing counsel, government contacts, employers, and more. Contacts can be linked to cases, clients, and leads.

Navigate to Contacts in the left sidebar.

1. Contact Types​

TypeDescription
IndividualA natural person (client applicant, employer contact, agent, etc.)
Company / OrganizationA business or institution (employer, sponsor, law firm)

2. Contacts List​

The contacts list shows all contacts you have access to. From here you can:

  • Search by name, email, or phone
  • Filter by contact type or tags
  • Click a row to open the contact profile

3. Creating a Contact​

  1. Navigate to Contacts.
  2. Click New Contact.
  3. Select Individual or Company.
  4. Fill in the fields:
    • Name (first / last for individuals; company name for organizations)
    • Email
    • Phone
    • Address
    • Notes (optional)
  5. Click Save.

4. Contact Profile​

The contact profile shows:

  • Basic info: name, email, phone, address
  • Linked cases: any cases where this contact appears
  • Linked client profiles (if the contact is an active client)
  • Activity log: recent interactions and changes

5. Linking Contacts to Cases​

When working on a case, you may need to associate third-party contacts (e.g., the petitioner's employer, a notary, opposing counsel):

  1. Open the case.
  2. Navigate to the Contacts section within the case.
  3. Click Add Contact and search for an existing contact or create a new one.

6. Importing Contacts​

You can import contacts in bulk via CSV:

  1. Navigate to Contacts.
  2. Click Import.
  3. Download the template CSV.
  4. Fill in the data and upload.
  5. Review the import summary and confirm.

See the Import / Export guide in the engineering docs for the exact CSV format.

7. Merging Duplicate Contacts​

If you find duplicate contact records:

  1. Open one of the duplicate contacts.
  2. Click Merge.
  3. Search for the other contact record.
  4. Review the fields — choose which values to keep.
  5. Confirm the merge.

The merged record retains all linked cases and history.