---
title: "Best Practices for Contact Data Hygiene"
url: "https://primalaw.productfruits.help/en/article/best-practices-for-contact-data-hygiene"
language: "en"
last_updated: "2026-06-04T19:04:39.313Z"
---

# 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. [Learn more about data collection and Autofill Hygiene.](https://primalaw.productfruits.help/en/article/autofill-overview)
-   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