Contacts
Contacts are the central directory of people and companies in Lawzana Flow. They can be linked to matters and client accounts.
Contact Types#
People#
Individual contacts — clients, opposing counsel, witnesses, experts, or any person relevant to your practice.
Fields:
| Field | Required | Description |
|---|---|---|
| First Name | No | Given name |
| Last Name | Yes | Family name |
| No | Email address | |
| Phone | No | Phone number |
| Address | No | Street, city, state/province, postal code, and country |
| Company | No | Links to a company contact |
| Job Title | No | Job title or role |
| Notes | No | Anything else about the person |
Companies#
Business entities — client companies, opposing parties, courts, or organizations.
Fields:
| Field | Required | Description |
|---|---|---|
| Company Name | Yes | Business name |
| No | General email | |
| Phone | No | Main phone number |
| Address | No | Business address |
| Website | No | Company website URL |
| Notes | No | Anything else about the company |
Creating a Contact#
- Go to Contacts in the sidebar
- Click New Contact
- Choose Person or Company
- Fill in the details and click Create Contact
Contact List#
The contacts list provides:
- Search — Find contacts by name, email, phone, or company
- Filter tabs — Switch between All, People, Companies, and Client Accounts
- Stats cards — See total contacts, people count, and company count at a glance
- Context menu — Delete contacts via the three-dot menu (owners and admins)
Click a contact to open its page, where you can edit it and see its contact information, notes, and the matters it is part of (with its role in each). A company's page also lists its employees.
WhatsApp#
When a contact's phone number is a mobile number saved with its country code (starting with +), the contact page shows a WhatsApp link that opens a chat with that number.
Linking Contacts#
Contacts can be associated with:
- Matters — Add contacts as participants with a role (client, opposing party, witness, and more)
- Client Accounts — A contact who is the client on a matter can have billing details: its contact page shows a Billing details card and a Billing rates card (see Client Accounts)
- Companies — Link a person to their company
Entity Extraction#
Open a matter document and go to its Entities tab, then click Extract from Document. The AI lists the people and companies named in the document and suggests existing contacts that may match. For each one, click Add as Contact and choose Add without role or a role on the matter (for example, Add as Client), click Link to match it to an existing contact, or Dismiss it.
AI credits used: 1 credit per extraction
See AI Features for details.