---
title: "How to Properly Set Up Contacts for a Company-Based Petition"
url: "https://primalaw.productfruits.help/en/article/how-to-properly-set-up-contacts-for-a-company-based-petition-in-primalaw"
language: "en"
last_updated: "2026-09-10T19:08:02.502Z"
---

# How to Properly Set Up Contacts for a Company-Based Petition

Employment-based and organizational petitions require a different contact structure than family-based cases. In these matters, there are typically three core parties: The Company (Employer), The Employee (Beneficiary), The Company Representative (Authorized Signatory). This guide explains how to correctly structure these contacts before opening a case.

## Core Principle

Always open the case under the Employee (Beneficiary), not the Company.

Even though the employer is the petitioner, cases should live under each employee individually.

## Step 1: Create the Company Contact

Start with the company.

1.  Click the + button under Contacts.
2.  Select Company.
3.  Enter:
4.  -   Company name
    -   Email
    -   IRS Tax ID
    -   Business type
    -   NAICS code
    -   Year established
    -   Number of employees
    -   Gross annual income (if available)
5.  Click Save.

You are now on the Company Contact Page.

![](https://cdn-assets.productfruits.com/f3ee6614-7a79-483a-8d7a-cdc7bd605ee2)

## Step 2: Create the Employee (Beneficiary)

From the Company Contact:

1.  Go to the Related Contacts tab.
2.  Click New.
3.  Select relationship type: Employee.
4.  Create the individual contact.

This creates the link:  
Company ↔ Employee

Important:  
Each employee must have their own individual contact.

![](https://cdn-assets.productfruits.com/c61ef37f-9cf3-404e-ba9a-7aa4323c0054)

## Step 3: Create the Company Representative

Most employment-based filings require an authorized signatory.

From the Company Contact:

1.  Go to Related Contacts.
2.  Click New.
3.  Select relationship type: Company Representative.
4.  Create the contact.

This creates the link:  
Company ↔ Representative

This representative may later access multiple employee cases.

![](https://cdn-assets.productfruits.com/b6eb7185-c5ab-4c32-be81-5045ea178b7b)

## Step 4: Verify Structure Before Opening the Case

Confirm:

-   Company exists.
-   Employee is linked to Company.
-   Company Representative is linked to Company.
-   All relationships are properly defined.

This ensures:

-   Clean role assignment in forms
-   Accurate autofill
-   Scalable structure for multiple employees

![](https://cdn-assets.productfruits.com/e85bdab1-ca61-4e87-9667-75517e39894e)

## Step 5: Open the Case Under the Employee

1.  Go to the Employee’s Contact Page.
2.  Click Cases.
3.  Select New Case.
4.  Choose the employment-based matter type.

Never open the case under the Company.

Each employee should have their own case.

## Step 6: Enable Client Portal (Recommended)

For better collaboration:

1.  Enable the Client Portal for:
2.  -   The Employee
    -   The Company Representative
3.  Share the case accordingly.

If structured correctly:

The Company Representative can access every employee case that is shared with them.

This allows:

-   Secure document exchange
-   Checklist tracking
-   Centralized communication
-   Organized multi-employee management  
    

![](https://cdn-assets.productfruits.com/cabae108-1348-48f2-b6ea-3fea686d4df1)

This diagram shows the correct top-down structure:  
Company → Employee → Representative → Case under Employee.

## Why This Structure Matters

Proper company-based setup ensures:

-   Correct form role selection
-   No cross-contamination of employee data
-   Clean portal access control
-   Scalable management of multiple employees

Incorrect setup often leads to:

-   Portal access confusion
-   Improper autofill
-   Case restructuring

Starting with the correct structure keeps everything organized from day one.