Contacts · Clients
Everyone on your cases, in one directory. Adjusters under their carriers, counsel under their firms, doctors under their practices.
People and organizations live in one firm-wide directory, and each case records what a person is on it. Search by name, email, phone, organization or case.
- People grouped under their organization, by role
- Search by name, email, phone, organization or case
- See every case a contact is connected to
- Add a contact once, then add them to any case
Instead of
- spreadsheets of adjusters and providers
- a separate contacts app
One directory of adjusters, counsel and providers across every case.
Works with
The work, rule by rule
Contacts: questions firms ask
People sit under their organization, by role: adjusters under their carriers, counsel under their firms, doctors under their practices. Each case records what a person is on that case.
Yes. A contact's record lists every case they're connected to. Search the directory by name, email, phone, organization or case.
No. Add a contact once to the firm-wide directory, then add them to any case that needs them.
Yes. We move a firm's cases, contacts and documents from its current system, and check the result with the firm before it switches.
See Contacts with your case types. Thirty minutes, on your own practice.