A contact is a person or company in your system. Its page is built from sections: labeled panels and tabs. A contact isn’t a case or lead, so it has a slightly different set than a case or lead. (New to the idea? See Sections of a record.)
The Head of the Contact
The top of the page is the contact’s identity:
Name: first, middle, and last for a person; just a first or last name is enough to save. Flip Is Company and the name becomes a single Company Name instead (and the Relationships section becomes Employees).
Aliases: other names the person goes by. These aren’t cosmetic: aliases are included in conflict checks, so a name your client used elsewhere still gets caught.
Billing Name: the name the contact prefers on their bills; used on all invoices.
Company and Job Title: where the person works and what they do, linking them to a company contact.
Like every record, the head also carries the contact’s change history (who changed what, and when), so edits are never anonymous.
Reaching and Identifying Them
Contact Methods: phone numbers, emails, and addresses, each with attributes that control how Outlaw uses them.
Identification: forms of ID on file.
Intake & Custom Fields: your firm’s own questions for the contact.
Payment Methods: stored cards and bank accounts.
Connections
Relationships: the contact’s family ties to other contacts. This is the key difference from a lead or case: a contact has family relationships only, whereas a lead or case has Participants covering legal roles too. On a company contact, this section becomes Employees.
Leads & Cases: every lead and case this contact is connected to, in one place.
Activity
Events & Deadlines: dates connected to the contact, including personal ones like a birthday.
Time Entries: tasks tied to the contact.
Notes & Attachments: notes and files.
Private Comments: internal notes, pulling in comments from the contact’s tasks, leads, and cases.
How This Connects
The contact is the firm’s universal spine: one person or company, one record, referenced everywhere it’s needed.
Flows out. That single record is what the rest of the firm points at: the client or participant on leads and cases, the payer on a payment or payee on an expense, a name screened in conflict checks, and the subject of events and tasks. Change a phone number once and every one of them reads the new value.
In time. Nothing about a contact is overwritten: its Blame Log keeps every edit, and a deleted contact can be brought back from Trash. See How Outlaw Fits Together for the loop.