How To create a contact

1. How To create a contact Michael Chambrelli

2. How to Create a Party Contact Also Witnesses, Experts, Doctors, and etc. Minimal information needed

3. Step 1 • Code the contact • CLNT= Client, this is who our firm is representing in an insurance defense case • CLNP= Plaintiff Client, this is our client in a personal injury case • DEF= Defendant in a personal injury case • COD= Co-Defendant in an insurance defense case • WTNS= Witness • EXPT= Expert • GUA= Guardian of a minor, or incompetent, etc. • INSC= Insured contact, the person you will contact on behalf of the organization

5. Step 2 • If it is an organization press Full Name to change to Organization • If it is a single person leave it as full name • Put in the contact’s name

7. Step 3 • Add an address for the contact

9. Step 4 • Add a telephone number and/or email address • The telephone number should be entered as such: • 1-555-555-5555 • After this save and close

11. Step 5 • If the client is an organization you must create a separate contact following steps 1-4 to create an insured contact then link it to the organization contact

13. How to Create an Attorney/Adjuster and Firm/Carrier Contact Follow all steps even if the attorney is the only one at the firm

14. Step 1 • Code the contact creating the Firm (FRM) or Carrier (CARR) first

16. Step 2 • Press Full Name to change it to organization • Then enter the law firm’s name

18. Step 3 • Enter the Firm’s address • Add multiple if applicable

20. Step 4 • Enter the firm’s main telephone number and fax in phone field in the address area • Save and Close

22. Step 5 • Create the Attorney/Adjuster’s contact • Code as ATTY/ADJ

24. Step 6 • Enter the Attorney/Adjuster’s name

26. Step 7 • Add a personal phone number or the firm phone number with extension

28. Step 8 • Link the firm to the attorney • Save and close