Platform / Contacts
Every person and organization, on the record
Clients, opposing counsel, adjusters, treating physicians, lien holders. In SimplyConvert they are records with roles on cases, not names retyped into notes fields.
Contacts
People, users, and organizations linked to this case.
People
3rosa.delgado@email.com
(314) 555-0142
- James OrtizWitness
j.ortiz@email.com
(314) 555-0198
- Dr. Priya ShahTreating Physician
p.shah@mercy.org
(314) 555-0220
Users
2- Avery KimIntake Case Manager
- Devon BlakeAttorneys Attorney
Organizations
1- Ozark Freight LLCDefendant
(417) 555-0100
rosa.delgado@email.com
(314) 555-0142
How it works
- 01
One record per person or organization
A treating physician, a defense firm, or an insurance carrier exists once, with its phone numbers, emails, and addresses in one place.
- 02
Roles connect them to cases
The same person can be the client on one case and a witness on another. The record shows every case they touch and in what capacity.
- 03
Updates apply everywhere
When the adjuster's email changes, fix it once. Every open case with that adjuster is current, and your automations send to the right address.
Why this matters more in mass torts
In a single-event practice, retyping a doctor's fax number is an annoyance. Across 400 cases in the same litigation, it is a data quality problem with real consequences: records requests that go to closed offices, and no way to answer "which of our clients treated at this facility?"
With organizations as records, that question is a filter, not a research project. The same goes for defense counsel, lien resolution firms, and every co-counsel you share a docket with.
Stop retyping the same adjuster
See how contacts connect to cases in a 30 minute walkthrough, including what happens to your existing contact data when you move over.