Contact Directory

Overview

The Contact Directory is your firm's central database of all people and organizations involved in your cases.

Contact Types

| Type | Description | |------|-------------| | Client | Your firm's clients (plaintiffs) | | Opposing Party | Defendants and their representatives | | Insurance | Insurance companies and adjusters | | Medical Provider | Doctors, hospitals, therapists | | Witness | Fact and character witnesses | | Referral | Referral sources and partners | | Expert Witness | Expert witnesses for cases | | Opposing Counsel | Opposing attorneys and firms |

Adding Contacts

1. Navigate to Contacts in the sidebar
2. Click New Contact
3. Select the contact type
4. Enter name, email, phone, company
5. Add address and any additional details
6. Click Save

Contacts are also created automatically when:

• A new client is added during case creation
• A party is added to a case

Searching & Filtering

• Search: Search by name, email, phone, or company
• Filter by type: Show only clients, witnesses, etc.
• Filter by case: Show contacts associated with a specific case

Contact Detail Page

Click any contact to view their full profile:

• Contact information
• Associated cases and their roles
• Communication history
• Documents related to this contact
• Activity timeline

Linking Contacts to Cases

Contacts can be linked to cases as parties:

1. Open a case
2. Go to the Parties tab
3. Click Add Party
4. Search for an existing contact or create a new one
5. Select their role (Plaintiff, Defendant, Witness, etc.)

Deduplication

CaseSolo flags potential duplicate contacts based on matching name, email, or phone. Review duplicates from the contact list to merge records.