Best Practices for Contact Data Hygiene
Clean contact data is one of the biggest drivers of efficiency in Prima.Law.
Keep contacts “usable fast,” not “perfect upfront”
- Create the contact with the basics.
- Add deeper histories (address/employment/family/immigration) only when you have reliable info or you’re actively preparing the case.
Use Important Notices correctly
Important Notices show as an urgent banner on the contact and all case pages for that contact. Use them for:
- dangerous or high-risk situations
- “do not contact” instructions
- VIP clients
- sensitive pronoun/gender notes
- a firm-wide plan reminder for the client
Pick a color (Neutral/Green/Red) so the team can triage quickly.
Reduce retyping with your workflow
- If you collect info using Intake Cases, Smart Interviews, and forms, your contact data becomes consistent.
- Link Related Contacts (spouse/child/etc.) early when relevant so role selection and autofill work smoothly.
Use “Related Contacts” intentionally
If a spouse/child/petitioner will appear on forms, create them as contacts and link them:
- it avoids missing household members later
- it improves role-based autofill for Smart Interviews and forms