Creating a Contact

In Practice Management, each person you work with at your firm can be added as a contact, including your fellow co-workers, clients, suppliers, contacts at other law firms, government bodies or representatives, and so forth. Each individual or entity has its own contact card which you can then add to a matter or file. 

To create a contact record:

1. In Practice Management, click the global Create button and choose Contact from the list of options. 
   The Create Contact page appears.
2. Click the Identity type drop-down list and choose whether the contact is an Individual (e.g., a client or attorney) or a Non-Individual (e.g., a client organization, bank, etc.). 
   
   Which option you select here determines which fields are available on the rest of the page. 
3. Complete the remaining fields on the page, noting the following:
   • Fields in the Identity and Personal information sections are available for Individual contacts only.
   • The Miscellaneous information section includes fields that will change based on whether the contact is an  individual or non-Individual.
   • In the Relationships section, you can associate contact records with other contacts. Relationships on contact records are bi-directional, and you can set up pairs as forward and reverse relationships.
     
   • Under Default contact types, you can specify what type of contact (or participant type) you are adding here. If additional information is needed based on your selection, it will appear in its own Custom data for [type] section. When creating a workflow, you can choose to restrict parties to a particular participant type. (See About Participant Types to learn more.)
4. Click Save when you are finished. To save your work before you are finished, click Save and edit more.

TIP:  To use common data you've already entered for a different contact record, click the Copy details from drop-down list and choose the contact name.

Related Articles:

• About Contacts in Actionstep
• Getting to Know the Contact Card
• Editing a Contact
• Adding Additional Phone & Messaging Information to Contact