People and organisation contacts
Record names, email addresses, phone numbers and correspondence details. Distinguish individual contacts from company-type client records.
Contacts
A client is more than the name on a file. Keep the people, organisations and relationships behind your legal work in a contact directory your team can maintain together.
Sample workspacelawaos.com
Search workspaceOkafor & Byrne
Directory
33 records shownDirectory
Relationships with context
Link related contacts and record the nature of their relationship. Keep notes and activity alongside the contact instead of relying on memory.
A directory shaped to your practice
Use status, tags and custom properties to organise contacts. Search and filter the directory before creating another record.
In daily practice
- 01
Find the existing contact
Search the directory for the person or organisation before adding a new record.
- 02
Complete the useful details
Add correspondence information, relationship links and the structured facts your team needs.
- 03
Keep the record current
Update details and notes as the relationship develops, within the workspace's access controls.
Before you begin
Yes. Contacts support Individual and Company types, including a named person who handles correspondence for a company contact.
Yes. Custom properties, tags and notes let the firm keep additional contact information without changing the basic directory structure.
Keep the context