This article covers:
Adding Contacts to Your Case
To add a contact to your case, visit the Contacts tab located in the horizontal case menu bar and click the "+ Assign a Contact to this Case" button. From this dialog box, you'll be able to create a new contact or select an existing contact from your database to link to the case. (To access your database of all contacts from ALL cases, click Contacts on the left side of your screen.)
NOTE: Users with Limited or Guest permissions can only see contacts included on the case(s) to which they have access or contacts that they have created.
When you add a contact to a case, we also recommend assigning a role to the contact. A role can be general, like "witness" or "defendant." It can also be specific, like the name of an employer. You can assign multiple roles to a single contact. The filter on the contacts page provides a fast way to narrow a long list of contacts to a targeted list.
NOTE: Administrators can edit and create custom contact roles that appear in every new case by visiting Account Settings > Contacts.
Importing Case Contacts in Bulk
The case contacts import feature provides a superior way of adding up to 500 contact records to your case in bulk from a CSV file, rather than creating new contacts individually.
NOTE: Contacts can only be imported in bulk to a specific case file. Once imported to the case, they will also appear in your global Contacts menu, accessible via the vertical menu on the left.
Preparing Your Contact Data for Import
To upload contacts, prepare a CSV file with the following headers:
first name*
last name*
name* (for entity/organization contacts)
address line 1
address line 2
city
state
zip
phone
email
NOTES:
A first name, last name, or entity name must be provided in order for a contact record to be created.
Data must be provided in CSV file format for imports (not .xlsx).
Imports are limited to 500 contact records. If your CSV contains more than 500 records, only the first 500 data rows will be imported.
Importing Contacts to Your Case File
To upload contacts, visit the Contacts tab in the appropriate case file and click the import button at the top-right of the contacts list:
Upon clicking the button, the following pop-up will be displayed:
Choose the appropriate CSV file from your computer files, or drag and drop the CSV file in the blue upload area. A preview of the contacts to be imported will be generated, along with any warnings or error messages. Here you can choose to continue with the import by clicking the orange button at the bottom of the preview list, or by clicking Cancel to exit the tool:
Once your contact import begins, you will see the orange Save button indicate the percentage progress of the import. You can monitor here, or click the "Close" button to continue working while the import progresses in the background.
NOTE: If you opt to close the contacts import modal before the import completes, you may be required to refresh your browser window for any new contacts from the import project to appear in your contact lists.
Creating Contacts within the Document Reviewer
You can also add or create new contacts while creating or editing a fact citation in the document reviewer. :
Creating Contacts via the Highlight Context Menu
When the highlight context menu is enabled, you can also create a new contact by highlighting text in a document. Select the option to create a contact to open the appropriate sidebar in the reviewer and populate the Contact's name based on your highlighted text.
In this example, notice that the highlighted name is auto-populated in the First and Last Name fields for creating a new contact record:
Creating Contacts on the Facts Tab
In addition to creating new contacts under the Contacts tab in your case, you can create them from any place where you create facts.
To create a contact from the Facts page, click the chevron next to the "Create Fact" button to reveal a drop-down menu where you can select "Create Contact":
Merging Duplicate Contacts
After importing a set of contacts to your case, CaseFleet advises reviewing your contacts list for possible duplicates. To learn more about how to merge duplicate contacts in CaseFleet, click here.
To learn more about Contacts in CaseFleet, click here.