GitLaw How-To guides
Manage your contacts
To create a contact in GitLaw, go to Memory → Contacts, select Add new contact, choose Person or Company, fill in the name and any optional details, and save. Once a contact exists, the Agent can look it up while drafting or reviewing, you can link reminders to it, and GitLaw can create contacts automatically from uploaded documents.
Before you start: a GitLaw account.
How do I create a contact in GitLaw?
Contacts is GitLaw's address book for counterparties. From Memory:
- Open Memory and select the Contacts tab.
- Select Add new contact and choose Person or Company.
- Fill in the required field (full name for a person, company name for a company) and any optional fields: email, phone, address and relationship.
- Save.
Contact types and key fields
| Type | Required field | Optional fields |
|---|---|---|
| Person | Full name | Email, phone, company name, company address, relationship |
| Company | Company name | Company address, relationship |
The relationship field is a single-select label (Client / Customer, Vendor / Supplier, Investor / Lender, Employee / Contractor, Advisor / Consultant, or Other) that helps you categorise contacts at a glance.
How do I link a person to a company?
A Person contact can be linked to a Company contact as a point of contact. Open the person's record, find the Company field, and search for an existing Company contact to attach. You can unlink them at any time without deleting either record.
Searching and managing contacts
The contacts list is paginated and supports free-text search across name fields. Use the search bar at the top of the list to find a contact by name. You can edit or delete any contact from its detail view.
Contacts created automatically from uploaded documents
When you import a Word or PDF contract, GitLaw extracts the named parties from the document. Each unique party is automatically promoted to a Contact and labelled with the document it came from - for example Found in Acme MSA - while contacts you add yourself are labelled Added by you. Review and edit these auto-created contacts on the Memory → Contacts tab; the originating document stays linked regardless of any edits you make to the contact.
GitLaw Agent and contacts
The Agent can search for contacts and create or update them during a conversation. For example, if you mention a counterparty by name that does not have a record yet, it will offer to create one before proceeding. Any Agent-driven change requires your confirmation before it is saved.
Best practices
- Create Company contacts first, then link Person contacts to them. This keeps your counterparty structure clean and makes Agent lookups more accurate.
- Use the relationship label consistently so you can filter and find contacts quickly.
- After sharing a document or inviting a counterparty, add them as a contact to build a full history over time.
Frequently asked questions
How can I tell which contacts were created from a document?
Contacts created automatically from an uploaded document are labelled with the document they came from, for example Found in Acme MSA. Contacts you enter manually are labelled Added by you. You can review and edit either kind on the Memory → Contacts tab.
Can the Agent change my contacts without asking?
No. The Agent can search, create and update contacts during a conversation, but any Agent-driven change requires your confirmation before it is saved.
Related articles
- Import a Word or PDF contract
- Set reminders for key contract dates
- Share a document or invite a counterparty
Reviewed by the GitLaw team. Last updated 29 July 2026.