Contacts are the stepping stone to LawRD just as they are to any law firm.

The business competition dynamics, the present crisis context and the broadening profile of those who recur to law expertise, demand for a wider reception from law firms. Clients seek for more information and to stay informed. Establishing a close and trustworthy connection to one’s lawyer becomes pivotal for clients holding fidelity to a law firm.

Given that Customer Relationship Management and the web of contacts of each one and all of those looking for judicial counseling is hard work and requires organizing, LawRD aims to be the tool for Contacts Management.

LawRD hosts three types of contacts:

• Clients;
• System users (registered LawRD users);
• Other contacts.

Clients, whether companies or individual, have a matter associated to them. A team or a single element report costs and time spent working on that matter.

Keeping up with a  matter or a client is usually dependent to the management a web of contacts:  providers,  other lawyers, state offices, solicitors, instituitions, relatives, other parties, etc. For this, LawRD enables connecting contacts, clients and matters thus optimizing all contacts management .  

Users may also manage their personal contacts on LawRD (family, children’s school, gym, restaurants, insurance agents, bank account manager, etc), though they should  not  share that information.

Adding a Person or Company contact is easy:

• Go to the Contacts tab and click on:
  
• Choose whether the new contact is a Person or a Company:
  
  In this example, the new contact is a Company.

• By default, the added Company is not a client:
  
  To turn the added Company contact into a client one, check the ‘Is this a client ?’ box and fill in the company data:
  
  When contacts  are clients they are shared by all users of the system. All other contacts can be private or shared by chosen users.

• Pasting a photo to a client: this option allows for a faster identification of the contact. When the contact is a company, a logo can be used ( usually can be downloaded from the company´s site). When it is a Person, a photo can be searched in places such as LinkedIn, Facebook, Twitter, etc.

• Click on ‘Save’ and a new contact is added: