About Contacts in Actionstep

In Actionstep, a contact refers to any person or organization that your firm interacts with or needs to keep a record of. This includes, but isn’t limited to:

• Clients, or the people or companies you're working for
• Opposing parties 
• Lawyers or counsel (both internal and external) 
• Court officials 
• Vendors or service providers 
• Internal employees
• Etc.

When you add a contact to your system, a contact record is created, which usually includes basic information (name, address, phone, email, etc.). You can also include the contact's role (or participant type), notes, assigned matters, and personal details like marital status, occupation, etc.

Additionally:

• You can assign contacts to multiple matters and reference them throughout the different areas of your firm.
• You can set relationships between contacts (e.g., one contact is a director of a company contact).
• As stated previously, contacts can have roles assigned to them in a matter, like Client, Defendant, or Barrister.

Related Articles:

• Adding a Contact
• Editing a Contact
• Deleting a Contact
• Getting to Know the Contact Card