Contacts
Manage clients, companies, and everyone connected to your work.
6 articles
The Contact PageA tour of everything on a contact, including how to reach them, who they're related to, and the work connected to them.
Contact MethodsA contact's phone numbers, emails, and addresses, each with attributes that control how Outlaw uses them.
IdentificationA contact's forms of ID (driver's license, state ID, military ID), kept on file with the contact.
Intake & Custom FieldsYour firm's own questions on a record: eleven field types, with encryption for sensitive answers.
Leads & CasesThe leads and cases a contact is connected to, gathered in one place on the contact's page.
RelationshipsThe family ties between one contact and another (spouse, parent, child), recorded once and used everywhere, especially conflict checking.