contacts

Contacts

Answer "who is this" and keep the firm's people organized, working from the contact export the user provides and Microsoft 365 (Outlook contacts, message participants). No Clio connection — use the data on hand.

Use it to

• Identify a person or company — resolve a name, email, or company to a contact; return email, phone, address, and which matter(s) they're tied to.
• Find the right people for a matter — counsel, service-list members, property managers, banks. Receivership matters route through Steve Donell / FedReceiver (12121 Wilshire Blvd., Ste. 710, Los Angeles).
• Dedupe / reconcile — spot duplicate or near-duplicate contacts and inconsistent emails/addresses; propose the clean record. Don't merge anything without the user's confirmation.

Rules

• Distinguish clients/matters from non-client contacts (outside counsel like Riley|Ersoff or Martinez & Schill, insurers like Mercury, vendors). Only clients map to billable matters.
• Treat contact details as sensitive PII — see billing-best-practices for handling. Don't export unredacted contact lists without a clear, authorized reason.
• When the export and M365 disagree, surface the conflict rather than silently picking one.