All features

Contact & Party Management

Manage clients, opposing counsel, judges, witnesses, and other parties. Link contacts to cases with grouped roles.

Key capabilities

Manage clients, opposing parties, counsel, witnesses, and related contacts.

Role-based grouping

Contacts are organized by role: client parties, legal professionals (opposing counsel, co-counsel), and court personnel (judges, clerks). See who's who at a glance.

Multi-case linking

Link a single contact to multiple cases. See all cases a particular judge, opposing counsel, or client is involved in from their contact record.

Global directory

A workspace-wide contact directory with search. Find any contact by name, organization, role, or linked case.

Complete details

Store phone numbers, email addresses, organizations, and notes for every contact. All details accessible from the case workspace or global directory.

What's included

Grouped role categories (client parties, legal professionals, court personnel)
Link contacts to multiple cases
Contact details: phone, email, organization
Global contact directory with search
Per-case contact tab in workspace

Ready to try contact & party management?

Start free — unlimited users, all modules included.

Start free