People Relationships

Transform the way you manage contacts and corporate structures. Connect individuals to the businesses they represent, view relationships at a glance, and keep every matter perfectly aligned.

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Why People Relationships Matter

In conveyancing and broader legal practice, a single transaction can involve dozens of individuals—buyers, sellers, agents, lenders, and representatives of corporate entities. Understanding who works for whom, and how each person is linked to a particular company, is essential for accurate record-keeping, risk assessment, and client communication. Our People Relationships feature gives you a single, authoritative view of those connections, eliminating the guesswork and manual cross-referencing that traditionally slows down a case.

Rather than treating contacts and companies as isolated data points, the system binds them together through intuitive “working for” relationships. Spouse, Child, Parent and Sibling relationships are also supported.

Taking Estate Agents as an example, by binding individuals to to an estate agency branch, these individual agents will be able to see and manage all their branch's matters through the portal, as well as any quotations and instructions. Note, estate agents can only see cases that their clients have given them permission to view.

Key Benefits

Speed Up Case Setup

Create a new matter and quickly and easily add or create the right contacts.

Reduce Errors

A single source of truth means no duplicate records and fewer mismatched names, safeguarding client trust.

Better Reporting

Generate relationship-aware reports that show how many matters involve a particular corporation or its agents.

Holistic View

Visualise which contacts belong to which organisations, or are related to one another.

Easy To Manage

Create or break relationships between contacts with ease. Everything is logged.

Powerful Search

Find every contact that works for a given company in seconds, even across archived matters.

How It Works

Create a Company Record – Enter the legal name, registration number, and any relevant classification. The system assigns a unique identifier that will be used for all relationships.
Add a Contact – Capture the person’s details, role, and preferred method of communication. At this stage you can instantly link the contact to one or more companies.
Define the Relationship – Choose from predefined relationship types such as “Working For”, "Spouse", "Sibling", "Parent", "Child" etc.
View the Network – A clean, responsive table displays all linked contacts grouped by parent, including the type of relationship and the number of matters the contact is involved in.
Leverage in Matters – When a new conveyancing matter is opened, the linked contacts are available for search on the matter screen, allowing for search by individual or parent "working for" record.

All actions are logged in an audit trail, ensuring you can always trace who created or modified a relationship and when.

Real-World Scenarios

Residential Conveyance

When a client sells a property through an estate agency, the solicitor can instantly see the buyer’s personal details, the estate agent’s company record, and the agent’s individual contact. All estate agents contacts linked to the same head branch record will be able view the case on the portal.

Family

Cases involving more than one family member capture the relationships properly. When, for example, a call comes in from a child, sibling, parent or spouse it is easy to check the records to see if this is indeed the case. Understanding the relationship between the contacts involved in a case is critical for security and GDPR.

Security & Data Integrity

Only users with the appropriate permission can create, edit, or delete relationships, and every change is captured in an immutable audit log.

Granular permission settings
Full change history for compliance reviews
Automatic data validation to prevent orphan records

Seamless Integration

The People Relationships module is built into the core case-management engine, meaning it works out-of-the-box.

Ready to See People Relationships in Action?

Streamline your contact management and reduced case preparation time.