Searching for and Adding Contacts – Centralised Contact Management for Solicitors

Overview

In a modern solicitors' practice, every case begins with a person – a client, a witness, a partner firm, or the other side. Managing those people, their details and the intricate web of relationships between them can quickly become chaotic without a purpose-built tool. Our People Management module turns that chaos into clarity. It provides a secure, searchable, and fully audit-ready directory that lives at the heart of the case management platform, allowing solicitors to locate, connect, and act on any contact in seconds.

From the moment a new client walks through your door or picks up the phone, the system captures their essential information, assigns secure portal access, and instantly links them to the matters they are involved in. Every telephone call, email, and case note is automatically attached to the relevant person record, creating a complete, chronological activity trail that can be referenced at any time.

Built to meet the exacting standards of UK law firms, the People Management feature complies with GDPR, offers granular role-based permissions, and integrates seamlessly with two-factor authentication (2FA) to keep confidential client data safe.

Why Solicitors Choose Legal CM

Speedy Retrieval: Find any contact in less than three clicks, no matter how large your database.
Relationship Mapping: Visualise connections between clients, firms, and third parties to spot conflicts of interest before they arise.
Secure Portal Access: Grant clients controlled entry to a personalised portal where they can view documents, update details, and communicate securely. Web, iOS and Android supported.
Full Audit Trail: Every change is logged with user, timestamp and IP address, ensuring compliance with SRA and GDPR requirements.
Merge Contacts: Duplicate contacts are inevitable, merge them with our safe, powerful tool.

2FA Ready: Enforce two-factor authentication for all users accessing sensitive contact information.
Case & Call Integration: Link contacts directly to matters, calls, and logs, giving you a 360° view of each relationship.
Customisable Views: Sort by creation date, last update, firm-wide, office-wide or personal favourites.
Scalable Architecture: Handles thousands of records without performance degradation, perfect for growing practices.
Office-Aware: Filter contacts by office in a multi-office firm.

Feature Highlights

Advanced Search & Filtering

Instantly locate a contact by name, telephone, email, or any custom field. Combine filters – for example, “Live clients created in the last 30 days” – and save the view for future use.

Relationship Mapping

Create parent-child, partnership or adversarial links between people. The visual graph surface highlights potential conflicts, shared interests and referral opportunities.

Secure Access & 2FA

Enforce role-based permissions. Optional two-factor authentication adds an extra layer of protection for any user handling confidential client data.

Client Portal Integration

One-click activation gives each client a secure, branded portal. They can view case documents, upload evidence, and communicate directly with their solicitor, reducing phone-and-email overload.

Case & Call Linking

Every call log, email thread and case note is automatically attached to the relevant person record, providing a single source of truth for billing and compliance reviews.

Activity Log & Auditing

All edits, deletions and portal access events are recorded with full user attribution. Exportable audit trails simplify regulator reporting and internal reviews.

Smart Legal Case Management Software

020 3904 1691

People Management