Relationships

Relationships in SBOS.AI allow you to record how contacts and organisations are connected to each other. This provides valuable context when managing client matters and understanding the broader network of people your firm works with.

Types of Relationships

Contact Relationships

Contacts can be linked to each other through several relationship types:

Type	Description	Example
Family	Family connections between contacts	Spouse, parent, sibling
Professional	Work or business relationships	Colleague, employer, business partner
Referral	One contact referred another to the firm	Referred by existing client

Organisation Relationships

Organisations can also be linked to each other:

Type	Description	Example
Parent-Subsidiary	Corporate ownership structure	Holding company and subsidiary
Partnership	Business partnership	Joint venture partners
Supplier	Business service relationship	Service provider

Creating a Contact Relationship

To link two contacts:

1. Open a Contact record
2. Navigate to the Relationships tab
3. Click Add Relationship
4. Select the related Contact
5. Choose the relationship type
6. Add any notes about the relationship
7. Click Save

Creating an Organisation Relationship

To link two organisations:

1. Open an Organisation record
2. Navigate to the Relationships tab
3. Click Add Relationship
4. Select the related Organisation
5. Choose the relationship type
6. Add any notes about the relationship
7. Click Save

Why Relationships Matter

Recording relationships helps your firm:

• Identify conflicts of interest -- See if contacts on opposing sides of a matter are related
• Track referral sources -- Understand how new clients find your firm
• Build client context -- Provide better service by understanding client networks
• Cross-sell services -- Identify opportunities through relationship mapping