TypeWhen to useIndividualA natural person — client, witness, barrister, etc.OrganisationA company or body that is not a law firm, court, or government bodyLaw FirmAn opposing firm or instructed firmCourtA court or tribunalGovernmentA government department ...
Contacts are the people and organisations your firm deals with — clients, opposing solicitors, barristers, courts, expert witnesses, and suppliers. Every matter must have at least one contact as its client.Viewing ContactsGo to Contacts in the left sideba ...
Go to Contacts and click New Contact.Select the contact type.For individuals, enter:Title (Mr, Mrs, Ms, Dr, etc.)First name, middle name (optional), last nameDate of birth (optional)NationalityFor organisations, enter:Organisation nameCompany registration ...
If an organisation contact — a client, an opposing law firm, a chambers — has more than one office, record each one as a branch. This matters most for correspondence and billing: an insurer with ten regional claims offices, or a social landlord with ten l ...
For individuals, you can store:National Insurance numberPassport numberThese fields are encrypted at rest and are not visible in plain text to standard users. They are used for identity verification and AML purposes.
To add or manage an address:Open the contact and go to the Addresses section.Click Add Address.Select the address type (Residential, Postal, Business, Registered Office, etc.).Enter the full address.Mark as default if this is the primary correspondence ad ...
To add an internal note to a contact:Open the contact.Go to the Notes tab.Click Add Note and type your note.Click Save.Notes are internal — they are not visible to the contact.
Tags help you categorise and filter contacts. To add a tag:Open the contact.Click Add Tag in the tags section.Type or select a tag.Use tags for things like "VIP Client", "Barrister", "Expert Witness", or any grouping that's useful to your firm.
For individual contacts you can record a next of kin:Open the contact.Find the Next of Kin section.Search for an existing contact (the next of kin must also be a contact in the system).Record the relationship (spouse, parent, sibling, etc.).
If you find duplicate contact records:Open one of the duplicates.Click Merge Contact.Search for and select the contact to merge into.Review the merge preview — it shows which fields will be kept.Confirm the merge.After merging, the duplicate record is dea ...
CaseConnect automatically marks contacts as:Supplier — when they are paid via the Disbursements moduleDebtor — when an invoice is raised against themYou can also view their payment terms and credit limit from the contact record.
Check for duplicates before creating: Use the search before creating a new contact. The system will warn you if a similar name already exists.Organisation vs Individual: If a client is a limited company, create them as an Organisation, then create the ind ...
You can link an individual contact to the organisation they work for:Open the individual contact.Under Employment, select their employer from existing organisation contacts.Add their job title and department.This creates a relationship between the person ...