Docs / Contact Management
👥 Contact Management
Manage all your professional contacts—clients, opposing counsel, courts, experts, and more—in one organized system.
Contact Types
| Type | Description |
|---|
| Client | Your clients (individuals or companies) |
| Opposing Party | Opposing parties in litigation |
| Opposing Counsel | Lawyers representing opposing parties |
| Court | Courts and tribunals |
| Expert | Expert witnesses, translators, etc. |
| Notary | Notaries for real estate/corporate matters |
| Bailiff | Gerechtsdeurwaarders/Huissiers |
| Other | Any other contact type |
Creating Contacts
- Go to Contacts in the sidebar
- Click + New Contact
- Choose Individual or Company
- Fill in the details
- Click Save
Contact Fields
Individuals
- First name, Last name, Title
- Email, Phone, Mobile
- Address (street, city, postal code, country)
- National number (Rijksregisternummer)
- Notes
Companies
- Company name, Trading name
- Enterprise number (KBO/BCE)
- VAT number
- Address, Email, Phone
- Contact persons (linked individuals)
KBO/BCE Integration
Instantly look up Belgian company information:
🇧🇪 Auto-Fill Company Data
- Enter the enterprise number (0xxx.xxx.xxx)
- Click Look Up
- Company name, address, and status are filled automatically
- VAT number is validated
See KBO/BCE Integration for details.
Linking Contacts to Cases
Associate contacts with their roles in each case:
- Open a case
- Go to the Parties tab
- Click Add Party
- Select the contact and their role:
- Client, Opposing Party, Witness
- Opposing Counsel, Expert
- Judge, Court Clerk
Contact History
View all interactions with a contact:
- Cases they're involved in
- Time billed for them
- Invoices sent
- Documents shared
- Emails exchanged
Duplicate Detection
Praxis automatically detects potential duplicates:
- Same email address
- Same phone number
- Same enterprise/VAT number
- Similar names at same address
You'll be prompted to merge or keep separate.
Import Contacts
Bulk import from other systems:
- CSV/Excel - Standard spreadsheet format
- vCard - From Outlook, Apple Contacts, etc.
- Other software - Import wizards for common legal software
💡 Tip: When importing, map your columns to Praxis fields. We'll detect common formats automatically.
Export Contacts
Export for use elsewhere:
- CSV/Excel for spreadsheets
- vCard for address books
- PDF directory
Tags & Categories
Organize contacts with custom tags:
- Add tags like "VIP", "Referral Source", "Expert - Medical"
- Filter contact list by tags
- Create smart lists based on tags
← Back to Documentation