Section
Relationships
The family ties between one contact and another (spouse, parent, child), recorded once and used everywhere, especially conflict checking.
You'll find this section on a contact.
The Relationships section on a contact records that contact’s ties to other contacts: family ties like spouse, parent, or child, and where relevant, personal-business ties like a business partner. It answers “who is this person connected to?”, independent of any particular case.
Each entry names the related contact and the relationship (on John Doe you might add Jane Doe as Spouse), plus an optional Description (“first wife”) for nuance without inventing new types. One contact can carry several relationships. The relationship types themselves are managed in Settings via the Configure button.
Two-Way Relationships Fill Themselves In
When a relationship goes both ways (husband and wife, parent and child), adding one side prompts Outlaw to add the matching entry on the other contact: add Jane as John’s Wife, and on save you’re offered John as Jane’s Husband, with a note recording where the entry came from.
Why It Matters: Conflict Checks
Relationships are a cornerstone of conflict checking. When a check runs, each screened person’s relationships are pulled into the report, and business-type relationships of your clients bring the related person into the check as well. A relationship you record once on a contact strengthens the conflict screening on every future lead and case that contact touches.
Participants vs. Relationships
A contact has Relationships (ties between people). A lead or case has Participants: anyone involved in that lead or case, by a legal or family role. Same machinery, different question: “who are they connected to?” versus “who is part of this case?”
Companies
On a company contact this section becomes Employees: the people at that company who are in your contacts, with their email, phone, address, and the leads and cases they’re involved in (the table exports, too). Add an employee by picking or typing their name at the top of the section; removing one just detaches them from the company. The person stays in your contacts.
Where You’ll See It
Relationships appears on a person contact; Employees on a company contact.