Contact

A contact is a representation of either an individual (natural person) or an entity (company, sole trader, court, etc) in ContactsLaw.

Whenever you need to draw upon information relating to a person or business; for example, when creating a matter or requesting a payment, you create a link to the relevant contact. This process reduces the need for duplicate data entry.

Contacts are created within a particular subscription and are shared across all businesses within that subscription. This allows all users within the subscription to benefit from the shared pool of contacts.

Types

At minimum, every contact is either an individual or an entity. You can designate further types for special behaviours:

Individuals

• Judicial Officer - A judge, magistrate or other judicial officer that can be assigned role(s) on a matter.
• Lawyer - A practising lawyer that can be assigned as the representative of a party on a matter.

Entities

• Bank - A financial institution in which accounts may be held.
• Court - A judicial body which determines the jurisdiction of a matter.
• Law Firm - A law firm, practice or other entity that can be assigned as the representative of a party on a matter.
• Trust - A trust or estate.

Properties

A contact may have the following properties:

• Name(s), including historical names (e.g. maiden name, former business names, etc)
• Gender
• Date of birth/death
• Occupation/industry group
• Referral events
• Communication entries (telephone, email address, etc)
• Addresses and correspondence preferences
• Notes
• Related contacts, including details about the nature of each relationship
• Financial details (bank details, etc)
• Tags