Contact management
The client, the adjuster you spoke with in March, the opposing counsel you'll see again next year, the clerk who knows how chambers wants its courtesy copies. One directory your whole firm shares, with each person tied to the matters they're part of.
01 · Finding people
Nobody recalls a surname at 4:55 p.m. Search reaches into companies, roles, tags, phone numbers, email addresses, and the notes your team leaves behind, so “State Farm” or “Spanish” is enough.
Search looks through
Showing all 9 contacts
Ryan Reibman
ClientCarla Brandt
Opposing counselBrandt & Keel LLPDana Reibman
Family memberHon. Ellen Voss
JudgeCircuit Court, Law DivisionWendy Whitfield
Expert WitnessWhitfield ForensicsHelen Cho
AdjusterState FarmLuis Ortega
WitnessDr. Priya Natarajan
Medical ProviderLakeshore OrthopedicsRay Dunn
DefendantMidwest Logistics02 · The record
Work and mobile numbers, the right email for the right purpose, a mailing address, the department, the title, and a note about when they actually pick up. For court contacts, the courtroom, the division, and the clerk. For attorneys, a bar number.
Senior Claims Adjuster · State Farm
Company Information
Phone Numbers
Email Addresses
Role Information
Additional Notes
Circuit Court, Law Division
Court & Judicial Information
Phone Numbers
Client, Adjuster, and Witness come styled. Anything else, from Interpreter to Life-care planner, you type yourself, and tag however your firm thinks.
Attorney contacts carry a bar number, too.
03 · Arrivals
A new sender writes about a matter: save them straight from the thread, with the name, email, and matter already filled in. A lead signs on: the client arrives in the directory with the new matter. Your team only types when there's something worth adding.
04 · On the matter
Helen Cho handled one claim for you in the spring and another this fall. She's one contact, linked to both files. Each matter names exactly one client, and that's who the matter toolbar shows, who client emails go to, and whose details your letters pull in. The person who called can be someone else entirely.
Link the same adjuster, expert, or opposing counsel to every file they're on, and update their number once.
The client is set on the matter itself. The person who called in is kept separately, so a daughter calling for her father never becomes the client by accident.
Documents built from your templates fill in the client's name, address, phone, and email from the contact record.
On real estate matters, each deal also keeps its own parties list, with roles like Buyer, Seller, or Title Agent, linked to the same contacts. Real estate on Legasus
05 · Questions
What the directory does today, in plain terms.
Yes. Legasus keeps a contact directory for your whole firm: clients, opposing counsel, adjusters, witnesses, experts, medical providers, and court contacts in one list. Each contact can be linked to the matters they're part of, and each matter names its client, so the directory and your case work stay connected.
Name parts (prefix, first, middle, last, suffix, and nickname), as many phone numbers, email addresses, and mailing addresses as you need, each with a type such as work, mobile, home, or personal, plus company, department, job title, and notes. Court contacts can hold the court name and type, division, courtroom, clerk of court, and filing requirements. Attorney contacts can hold a bar number.
Yes. A contact can be linked to as many matters as they're involved in. An adjuster who handles two of your claims is one contact linked to both, so a new phone number only needs to be entered once.
Each matter has exactly one client contact. That client is who the matter toolbar shows, who client emails are addressed to, and whose name, address, phone, and email fill into documents. The person who called in is recorded separately, so a family member can make the first call without being set as the client.
No. Each contact has a primary role you type in your own words, plus as many role tags as you like. Common roles, including Client, Attorney, Adjuster, Witness, Expert Witness, Defendant, Medical Provider, and Insurance Company, get a colored badge in the directory. Anything else shows exactly as you typed it.
Three ways. Add someone by hand from the directory. Save the sender of an email with Add sender to contacts, which fills in their name and email and links the thread's matter. Or convert an intake lead into a matter, which adds the client to the directory when the lead has an email address or phone number.
Search matches names, companies, roles, role tags, phone numbers, email addresses, and notes. You can also sort the directory by name, role, email, phone, company, or the date a contact was added, and the directory shows the total count.
Real estate matters keep a parties list for each deal. Each party has that deal's role, such as Buyer, Seller, Lender, or Title Agent, and can be linked to a contact in your directory, so the same title agent can appear on many closings under one record.
We'll walk through it in a 30-minute demo, from the first call to the last letter.
Six of the people on this page
