Understanding contacts
Manage your client contact records in Curia and link them to contract reviews so you can find work by client names.
Contacts are a central place to keep the people and organisations you work for. Linking a contact to a review records who that review is being done for and lets you find every review for the same client later.
Contact types
Curia supports three types of contact, each on its own tab of the Contacts page:
- Individual - a single person. Each purchaser is a separate individual. A husband and wife buying together are two contacts (“Jane Smith” and “John Smith”), not one.
- Company - an organisation, with one or more linked individuals.
- Trust - a trust, with one or more linked individuals.
Companies and trusts always have at least one linked individual. The same individual can appear under more than one company or trust - for example, a director who is also a trustee of a family trust.
With or without an integration
If your account has a practice management integration connected (such as triConvey or Smokeball), contacts come from that system. Contacts are synced as they’re needed, for example when you sync a matter they’re a party to. You can’t create or edit contacts directly in Curia while an integration is connected, but you can still link imported contacts to reviews. See Working with synced contacts for the detail.
If your account has no integration, contacts live entirely in Curia. You create, edit, and delete contacts yourself. See Creating and managing contacts.
Browsing the Contacts page
The Contacts page has three tabs: Individuals, Companies, and Trusts. Each tab is a sortable table.
Use the search bar at the top to find contacts by name, email, or phone. Type your query and press enter to run the search.
The Source column shows where each contact came from: Curia for contacts created in Curia, or the name of your connected integration for imported contacts.
Contact profiles
Click a contact to open the profile. The profile has four tabs:
- Details - name, email, phone, address, and source.
- Matters - every matter this contact is a party to. See Understanding matters.
- Reviews - every review linked to this contact, with property address, status, title reference, and submission date.
- Companies & Trusts (on an individual) or Individuals (on a company or trust) - the contacts on the other side of any relationships.
A copy icon next to each detail on the Details tab copies the value to your clipboard.
FAQ
Do I need to re-enter a contact for every review?
No. Once a contact exists, you can link it to any review. The same record is reused across all reviews.
What does the Source column mean?
It shows where the contact originated - Curia for contacts created directly in Curia, or the name of your integration for imported contacts.
Can I use contacts without an integration?
Yes. Contacts work the same way with or without an integration; the only difference is where new contacts are created.