Organisation profiles
Maintain a company name, industry, website and telephone number in one editable record.
Companies
Keep a consistent profile for the organisations your practice deals with. Store the company name, industry and primary contact without burying those details in individual emails.
Sample workspacelawaos.com
Search workspaceOkafor & Byrne
Companies
33 records shownCompanies
A named point of contact
Associate the company's primary contact with its profile so colleagues know whom to approach.
A manageable company book
Use Active, Prospect and Inactive statuses, with search and industry filters, to review the organisations in your directory.
In daily practice
- 01
Check the directory
Look for an existing company by name or industry before creating a profile.
- 02
Record the organisation
Add the company details and select the relevant primary contact.
- 03
Maintain the relationship
Keep the contact and status current as enquiries become ongoing relationships.
Before you begin
No. The company directory stores organisation profiles. Company-type contact records carry the client identity used in matter and billing workflows.
Yes. The directory supports Active, Prospect and Inactive statuses, alongside industry and search filters.
Keep the context