Contacts

Contacts help teams keep claim-related people and organizations in one place. Use them to record client, accountant, reviewer, and organization contact details that support evidence collection, reporting, and follow-up.

What You Can Track

• Contact name and organization
• Role or relationship to the claim workflow
• Email, phone, and location details
• Internal notes that help the team route follow-up
• Grouping fields for filtering and review

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Common Uses

1. Add a client or accountant contact before starting a claim project.
2. Group contacts by organization, client, or review responsibility.
3. Use filters to find the right person when evidence, statements, or reports need follow-up.
4. Keep inactive or outdated contacts out of day-to-day workflows.

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Good Practice

• Use consistent names for organizations and contact groups.
• Keep only necessary contact details in the workspace.
• Avoid duplicate contacts by checking existing records before creating a new one.
• Review contact details before sharing or requesting claim evidence.