Contact Management
Maintain a central database of owners, surveyors, and contacts with full correspondence history.
Build and maintain a comprehensive contact database covering building owners, adjoining owners, and fellow surveyors. Every contact is linked to the matters they are involved in, with full correspondence and document history at your fingertips.
Key capabilities
Owner Records
Store detailed records for building owners and adjoining owners including legal names, addresses, and agents.
Surveyor Directory
Maintain a directory of fellow surveyors you work with, complete with firm details and contact information.
Matter Linking
See every matter a contact is associated with and navigate between contacts and their matters instantly.
Correspondence History
View the complete email and letter history for any contact across all their matters.
Smart Search
Find any contact instantly by name, address, company, or matter reference with full-text search.
Import & Export
Import contacts from spreadsheets or export your database for reporting and backup purposes.
Everything linked together
Contacts in Party Wall Portal are not just an address book. Every owner and surveyor is linked to their matters, documents, and correspondence. Open a contact and see their full history across your practice.
- View all matters associated with a contact
- See correspondence history across every matter
- Track which properties an owner is connected to
- Access generated documents linked to the contact
Built for party wall relationships
Party wall work involves specific relationships — building owners, adjoining owners, agreed surveyors, and appointed surveyors. The contact system is designed around these roles, not generic CRM categories.
- Separate fields for legal names and correspondence names
- Track agent and representative details
- Store multiple addresses per contact
- Record surveyor qualifications and professional memberships
Explore more features
See how other parts of the platform work alongside Contact Management.
Job & Matter Management
Organise your entire workload in one place with full visibility over every action, communication, and document in your jobs and matters.
Office 365 & Gmail
Send and receive emails directly within each matter with full Gmail and Outlook integration.
Online Responses
Simplify notice responses with a secure online portal featuring built-in e-signatures.