Contacts
Find, add, and update the people and companies your firm works with.
Contacts holds the people and companies your firm works with, such as clients, case parties, providers, insurers, and the contacts behind billing entities. It has two lists, People and Companies.
Find a person or company
Open Contacts from the sidebar, then choose People or Companies.
Type in the search box. People are found by first or last name, or by a Social Security number of four or more digits. Companies are found by any part of their name.
Narrow the list with the type filter.
Select Actions, then Edit, to open a contact's record.
People are listed by last name, then first name, and companies by name, 20 to a page. A people search matches any of its words, so "John Smith" lists every John and every Smith. Searches by Social Security number are recorded in the audit log, and only a limited number can run each minute.
Add or update a person
On People, select Add Person, or open a person with Actions and Edit.
Enter the first name, last name, and person type, which are required, and any other details: middle name, phone number and extension, fax number, email address, date of birth, gender, address, Social Security number, and driver's license.
Select Save.
On a saved person, the Social Security and driver's license numbers on file appear masked under their fields, for example ***-**-6789. Leave those fields blank to keep the numbers, or type a new value to replace them. Emptying any other field and saving clears it. A person's other phone numbers and addresses are kept when you save.
Add or update a company
On Companies, select Add Company, or open a company with Actions and Edit. Enter the company's name, which is required, and its type, email, phone, and address, then select Save. An existing company also shows its saved contact details under Linked Contact.
Delete a contact
Select Actions, then Delete. CaseWizard first checks where the contact is used. A person or company still linked to a case or a billing entity can't be deleted: the dialog lists the cases, with a link to each, so you can remove the contact from them first. Otherwise, confirm with Delete.
Search before you add a person or company that may already be on another matter. Duplicate records split a contact's history across cases.
Open a contact from a link
Links to a person or company, such as those in Word documents, open the list with that record already open. When a Word document contains a linked CaseWizard contact reference, select it to open the record in your browser.
Open the document in Microsoft Word with the CaseWizard add-in available.
Find the linked contact reference in the document.
Select the reference. CaseWizard opens the linked contact record in your browser.
Permissions
Your role needs permission to view people to open Contacts. Adding, editing, and deleting contacts each need their own permission, so Add Person, Add Company, Edit, and Delete appear only when your role includes them. If you can open a record but not save it, ask a firm administrator to review your access instead of creating a replacement record.