Sections of a Record
Open a case, lead, contact, task, or campaign and you'll see its page is built from labeled sections: Notes & Attachments, Private Comments, Red Flags, and so on. The same section behaves the same way wherever it appears, so each is documented once here. The page tours inGuides show which sections each record has.
Why Outlaw
Tasks & Time Entries
Contacts
Relationships
The family ties between one contact and another (spouse, parent, child), recorded once and used everywhere, especially conflict checking.
Intake & Custom Fields
Your firm's own questions on a record: eleven field types, with encryption for sensitive answers.
Contact Methods
A contact's phone numbers, emails, and addresses, each with attributes that control how Outlaw uses them.
Identification
A contact's forms of ID (driver's license, state ID, military ID), kept on file with the contact.
Leads & Cases
The leads and cases a contact is connected to, gathered in one place on the contact's page.
Cases
Notes & Attachments
Notes and files kept with a record, part of the client's case file unless you exclude them.
Private Comments
Inter-office notes for your team: never part of the client's case file, and never visible in the client portal.
Events & Deadlines
Dates that matter to a record: court deadlines calculated from rules, hearings, and personal dates, all on your calendar.
Participants
Everyone involved in a lead or case and their role in it: legal roles like opposing party or judge, and family relationships when they matter to the case.
Conflict Checks
Run a full conflict screen on a lead or case: a generated report on every connected person, with a sign-off from each legal professional in your firm.
Red Flags
The objective client-risk assessment behind your take-on and withdrawal decisions. A checklist of risk factors scored into a single number, which also rates which marketing campaigns bring good clients.
Expenses
Costs charged to a case (filing fees, postage, expert costs), tracked with receipts and billed on the client's invoice.
Sales
Marketing
Financials
Transactions
The money ledger for a case or lead: payments, trust movements, and adjustments, viewable as an account ledger or a trust ledger.
Payment Methods
Stored cards and bank accounts for a client, with a default method: charge or request payment without re-entering details.
Fee Arrangements
How a case is billed: hourly rates, flat fees with earnable milestones, or contingency, each its own section on the case.
Settings
Many sections draw their choices (types, categories, flags) from lists your firm manages in Settings.