Shared contacts
People and organizations can include multiple contact methods, addresses, types, and links to related work.
Contacts, intake, and case creation
Move qualified intake information into a usable case record without duplicate entry.
What it does
A practical part of the firm’s workflow.
Contacts, intake, and case creation keep the people, organizations, initial facts, and matter decisions connected as work moves into an active case. Staff can search existing contacts, capture intake details, and carry approved relationships forward without rebuilding the record.
Structured intake
Matter type, source, incident information, preferred contact method, documents, and status can support qualification.
Connected case opening
Approved intake information and contact relationships can continue into the new case for confirmation and assignment.
How it works
What the team can expect.
Search before creating
Look for an existing person or organization and review possible duplicate warnings.
Complete the intake record
Capture the facts, source, contact preferences, documents, status, and follow-up the firm requires.
Open and verify the case
Confirm the case type, title, team, relationships, and required opening information.
A qualified lead should become a usable case.
Move the people and information forward without rebuilding the record.