Contacts and Roles
What is a Contact
A contact is a client who has been linked to a specific project with a defined role. While a client record exists independently in the system, a contact represents that client's involvement in a particular project. This distinction allows the same client to have different roles across different projects.
Managing Contact Roles
Contact roles define how a client is involved in a project. Your administrator can create and manage the available roles from the Settings page. Common roles include client, opposing party, witness, and expert. Custom roles can be added to match your organization's specific terminology and needs.
Adding Contacts to a Project
To add a contact to a project, open the project detail page and navigate to the Contacts section. Click the Add Contact button, select a client from the searchable dropdown, and choose the appropriate role. You can add as many contacts as needed, and the same client can appear with different roles if necessary.
Examples
Here are some common ways contacts and roles are used. In a legal case, you might have one client as the plaintiff and another as the opposing party. In a consulting project, you could have a primary contact and a billing contact. The flexibility of the role system lets you model any type of client relationship within your projects.