Contact Management

image1

Contact Management Made Easy

Contacts are managed through a very simple interface.  Through a series of tabs, you can also access the following information related to your Contacts:

image2

Contact Info

Allows you to manage postal Addresses, Telephone numbers, Fax numbers, Email addresses, and Web Page URLs.

image3

Calendar Events

 Enter Calendar Events related to a specific Contact which also appear in the main Calendar Module. 

image4

Personal Info

 Store personal and background information about the Contact, including Date of Birth/Death, Driver’s License number, Social Security number, Birthplace, Language, Gender, Marital Status, Education, and Criminal background. 

image5

Matters

 Displays a list of Cases for which the Contact has a Role Designation (ie., Plaintiff, Defendant, Witness, Attorney, Court, Medical Provider, Etc.) Clicking on the Case Name will hyperlink to the Case Detail Module. 

image6

Relationships

Link Contacts together in this portal.  One Contact can be related to many other Contacts.  The following Relationships are supported: Aunt, Billing Service, Boyfriend, Brother, Co-Worker, Cousin, Daughter, Father, Former Spouse, Girlfriend, Mother, Sister, Son, Spouse, Uncle, Unspecified.

image7

Notes

Document all activities related to any specific Contact. This feature is the same as the File Notes feature for Cases. Notes can be Filtered based upon Activity Code.

image8

Client Ledger

 One of the components of the Client Trust Accounting module.  Please see Trust Accounting for details.

image9

Type Info

Stores special information for selected “Contact Types” (Court, Expert, Prospect)