Accounts and Contacts

Accounts (organizations) and Contacts (people) provide the core requirements for maintaining information related to the various entities in which an organization maintains a business relationship.

1. Accounts

The Account record allows your organization to collect information about the organizations your team interacts with. The Account record helps support other records (matters, contacts, activities, etc.) that collectively give your organization a 360° view of your business relationships.

In AdvoLogix, Matters have the ability to be related to a Primary Account which is useful for identifying the client related to the Matter. Additional Accounts can be related to a Matter through the Participants related list or by adding custom lookup fields to the Matter object. Common Account relationships might include clients, courts, medical facilities, and insurance companies.

If an organization serves multiple locations or divisions you may choose to use Account hierarchies. In AdvoLogix, you can link multiple offices (of an organization) by using the Parent Account field on the Account record.

The AdvoLogix Participant Map is an excellent tool for exploring Account and Contact relationships to the Matters within your Organization. 

2. Contacts

The Contact record allows your organization to collect information about the people your organization interacts with. The Contact record helps support (and is supported by) other records (matters, accounts, activities, etc.).

Contacts may optionally be assigned to an Account which provides relevant business hierarchy for Contacts within organizations. 

In AdvoLogix, Matters have the ability to be related to a Primary Contact which is useful for identifying a specific individual for whom the Matter is related to. Additional Contacts can be related to a Matter through the Participants related list or by adding custom lookup fields to the Matter object. Common Contact relationships might include outside counsel, judges, witnesses, and consultants.