In addition to the built-in contact relationship types, you can define your own to model noteworthy relationships between contacts. You can then utilise these relationships when building documents (and more).

 

Depending on the area(s) of law your practice specialises in, you may wish to create fewer or more relationship types. Here are some recommended types (and their definitions):

 

Description​	Peer?​	Term for ​parent	Term for child​	Limit parent to​	Limit child to​​​
Commercial Law​ ​ ​ ​ ​ ​
​Corporate governance	No​	Director of​	Director​	Entities​	Individuals​
​Corporate shareholding	No​	​Shareholder in	​Shareholder	​Entities	​-
Wills, Probate and Estate Administration ​ ​ ​ ​ ​
​Grandparent/grandchild	No​	​Grandparent	​Grandchild	​Individuals	​Individuals
​Parent/child	​No	​Parent	​Child	​Individuals	​Individuals
​Sibling	​Yes	​-	​-	​Individuals	​Individuals