Contacts
Contacts are the central directory of people and companies in Lawzana Flow. They can be linked to leads, 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 |
|---|---|---|
| Name | Yes | Full name |
| No | Email address | |
| Phone | No | Phone number |
| Address | No | Mailing or office address |
| Company | No | Links to a company contact |
| Title / Role | No | Job title or role |
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 |
| Industry | No | Industry classification |
Creating a Contact#
- Go to Contacts in the sidebar
- Click New Contact
- Choose Person or Company
- Fill in the details and click Save
Tip
Contacts are also created automatically when you create a lead or add a client to a matter.
Contact List#
The contacts list provides:
- Search — Find contacts by name, email, phone, or company
- Filter tabs — Switch between All, People, and Companies
- Stats cards — See total contacts, people count, and company count at a glance
- Context menu — Edit or delete contacts via the three-dot menu
Linking Contacts#
Contacts can be associated with:
- Leads — A lead's contact details link to the contact directory
- Matters — Add contacts as participants or related parties
- Client Accounts — Link a contact to a billing client account
- Companies — Link a person to their company
Entity Extraction#
When you run AI analysis on a document, Lawzana Flow can automatically extract entities (people and companies) mentioned in the text and offer to add them to your contacts directory.
AI credits used: 1 credit per extraction
See AI Features for details.