How To create a contact

HOW TO CREATE A CONTACTMichael Chambrelli

How to Create a Party ContactAlso Witnesses, Experts, Doctors, and etc.

Minimal information needed

Step 1 Code the contact CLNT= Client, this is who our firm is representing

in an insurance defense case CLNP= Plaintiff Client, this is our client in a

personal injury case DEF= Defendant in a personal injury case COD= Co-Defendant in an insurance defense case WTNS= Witness EXPT= Expert GUA= Guardian of a minor, or incompetent, etc. INSC= Insured contact, the person you will contact

on behalf of the organization

Step 2

If it is an organization press Full Name to change to Organization

If it is a single person leave it as full name

Put in the contact’s name

Step 3

Add an address for the contact

Step 4

Add a telephone number and/or email address

The telephone number should be entered as such: 1-555-555-5555

After this save and close

Step 5

If the client is an organization you must create a separate contact following steps 1-4 to create an insured contact then link it to the organization contact

How to Create an Attorney/Adjuster and Firm/Carrier Contact

Follow all steps even if the attorney is the only one at the firm

Step 1

Code the contact creating the Firm (FRM) or Carrier (CARR) first

Step 2

Press Full Name to change it to organization

Then enter the law firm’s name

Step 3

Enter the Firm’s address Add multiple if applicable

Step 4

Enter the firm’s main telephone number and fax in phone field in the address area

Save and Close

Step 5

Create the Attorney/Adjuster’s contact Code as ATTY/ADJ

Step 6

Enter the Attorney/Adjuster’s name

Step 7

Add a personal phone number or the firm phone number with extension

Step 8

Link the firm to the attorney Save and close