People Directory
Every person has a story in your process.
It's not about storing contacts. It's about knowing who was involved, when, and in what role.
You've been through this before.
"Who was the client on that case last year?" — someone asks in a meeting. Silence. Nobody remembers. The data is scattered across spreadsheets, emails, and notebook scribbles.
You try to piece it together: open WhatsApp, search your email, dig through the old spreadsheet. Thirty minutes later, you find a name — but no context. No history. Nothing useful.
The person existed in the process. But in your system, they never truly existed.
What if every person carried with them the history of every process they were part of?
Imagine opening a profile and seeing the full story.
Every person, identified.
Name, phone, email, company. A complete profile that lives inside the platform — not in a forgotten spreadsheet.
Every involvement, recorded.
Which cases did this person participate in? In what role? When was the last interaction? All visible in seconds.
Every role, defined.
Witness, beneficiary, client, vendor. Each person's role in each case is explicit — no ambiguity.
Every context, organized.
Tags and classifications that let you filter, group, and find the right people at the right time.
Before and after.
"Who was the client on that case?" — nobody knows
Contacts scattered across spreadsheets and notebooks
No history of involvement in processes
Undefined roles — who's the witness, who's the party?
Rework re-registering the same person over and over
Complete profile with full case history
Centralized data, always up to date
Involvement timeline visible in one click
Explicit role in every process
Single record reused across all cases
How it happens
One person. Full context.
In CaseFy, every external participant has a unified profile — with contact info, case history, roles, and tags. All connected. All traceable.
Unified profile
Name, email, phone, company, and custom data all in one place.
Case history
See every process a person was part of and their role in each one.
Roles per case
Define each person's role in each process: client, witness, expert, beneficiary.
Tags and classifications
Organize people with visual labels for quick filtering and segmentation.
Company association
Link people to companies and see the complete relationship between entities.
Advanced search and filters
Find anyone by name, tag, company, or associated case in seconds.
People are not rows in a spreadsheet.
Free for up to 3 users. No credit card required.
The right process is already waiting for you.
Start free. No credit card, no migration, no hassle.