Overview
With Contacts, you can:
Maintain a centralized directory of all key contacts
Store detailed information including email, phone, company, and address
Quickly reuse contact data within your cases
Reduce manual data entry by pre-filling fields
This ensures consistency across cases and saves time when managing case information.
Where to Find Contacts
Navigate to the Main Navigation panel
Click Contacts
You will be taken to the Contacts page, where you can search, sort, and manage your directory.
Creating a New Contact
To add a contact:
Click Add Contact in the top right corner
Enter the contact’s information, including:
Full Name
Email
Phone Number
Company
Title
(Optional) Expand Additional Details to include:
Date of Birth
Secondary Phone Number
Address (Street, City, State, ZIP)
Notes
Click Create Contact
The contact will now be saved and available for use across your workspace.
Searching and Managing Contacts
On the Contacts page, you can:
Use the search bar to find contacts by name, email, or company
Sort contacts alphabetically (A–Z)
View and manage your full directory in one place
Using Contacts in Cases
Contacts are designed to integrate directly into your case workflow.
Prefill in Insurance Policies
Within a case:
Navigate to Case Overview → Insurance
When creating or editing a policy, locate the Claims Adjuster section
Click Prefill from Contact
Select an existing contact
The system will automatically populate fields such as:
Name
Email
Phone
Address
💡 This eliminates duplicate data entry and ensures accuracy across your case.
Important Notes
Contacts are reusable across all cases
Updates to a contact can be reflected wherever that contact is used
Prefill functionality is currently available in the Insurance section only
Best Practices
Add frequently used contacts (adjusters, providers, experts) early
Keep contact details updated for accuracy
Use notes to capture relevant context (e.g., “Preferred contact method”)
Leverage Prefill from Contact whenever possible to save time
Summary
The Contacts feature centralizes your firm’s directory, making it easy to store, manage, and reuse contact information across cases. By integrating directly with case workflows, it reduces manual entry and helps maintain clean, consistent data throughout your system.