Help Center
Learn how to use Timestamped
Contacts & Network
Timestamped provides two distinct networking features: personal Contacts and the Partner Network. Each serves a different purpose and operates independently. For public-facing visibility to potential clients, see the Public Directory page.
Personal Contacts
Your contacts are private to you. They are not shared with your organization or visible to other team members. Think of contacts as your personal rolodex of professional connections.
Adding Contacts
There are several ways to add contacts to your rolodex:
- Manual entry: Create a contact from scratch by entering their details directly
- Business card scanning: Upload a photo of a business card and let Timestamped extract the contact information automatically
- From client contacts: Import contacts that are already associated with your organization's clients
Contact Features
Each contact record supports rich detail including:
- Specialties: Areas of expertise or practice focus
- Service areas: Geographic regions where they operate
- Professional licenses: PI, attorney, notary, and other license details
- Notes: Free-form notes about the contact
- Tags: Custom labels for organizing and filtering contacts
- File attachments: Documents, agreements, or other files related to the contact
Duplicate Detection and Merging
Timestamped automatically checks for potential duplicates when you view a contact. The system scores similarity using four factors:
- Email match: exact match scores 100% (automatic duplicate)
- Phone match: normalized number match scores 40 points
- Name similarity: fuzzy matching scores up to 30 points
- Company match: exact match scores 20 points
Contacts scoring 50% or higher are flagged as potential duplicates. When you merge two contacts, you choose which value to keep for each field (name, email, phone, etc.). Arrays like tags, specialties, and service areas are combined automatically, and notes are concatenated with a separator. The duplicate record is hidden from your list but retained internally for audit purposes.
Platform Messaging
If a contact is also a Timestamped user, you can message them directly from their contact page. See the Messaging page for full details on conversations, group chats, and privacy controls. How messages are delivered depends on the relationship:
- Mutual contacts: If both users have each other in their contacts, messages are delivered directly to the conversation. This is the standard mode for trusted connections.
- Non-mutual contacts: If only one side has added the other as a contact, messages go to the recipient's message request queue. The recipient can accept or decline the request. If accepted, future messages are delivered directly.
Privacy Settings
Each user can control their visibility and messaging preferences from their profile settings:
- Show on platform: Controls whether other Timestamped users can find you in the platform user search. Turn this off to hide from platform-wide discovery while still being contactable by people who already have your details.
- Allow message requests: Controls whether non-mutual contacts can send you message requests. When disabled, only mutual contacts can message you.
Contact Quick Actions
The contact detail page includes quick actions that link contacts to other parts of the platform:
- Create Client: Convert a contact into a formal client record. The client form is pre-filled with the contact's details.
- Message: Open a direct chat with the contact (only available if they are a Timestamped user).
- Send Platform Invite: Invite the contact to join Timestamped. Tracks the referral so you earn rewards when they upgrade.
- Merge Contact: Combine this contact with a duplicate record using the merge workflow described above.
Partner Network
The Partner Network is available at /network and requires authentication. It enables organizations to discover other agencies and establish partnerships for case sharing.
Network Directory
The network directory lets you browse other organizations on the platform. You can filter results by:
- Location (city, state, region)
- Specialty or practice area
- Free-text search
Partnerships
Partnerships are org-to-org relationships that enable case sharing between agencies. The partnership process follows five steps:
- Find an organization: Browse the network directory to locate the agency you want to partner with
- Send a request: Submit a partnership request to the target organization
- Notification: The target organization receives a notification about the incoming request
- Accept the request: An admin or owner at the target organization reviews and accepts the partnership
- Sharing enabled: Once accepted, both organizations can share cases with each other using the escrow-based transfer system
Partnership Details
- Partnerships are mutual. Both organizations have equal access to the case sharing feature.
- Either side can remove the partnership at any time, which immediately disables case sharing between the two organizations.
Partner Detail Page
Click a partner to open their detail page, which includes several tabs:
- Overview: Organization profile, partnership status, and contact information.
- Cases: Case references created from transfers you have sent to this partner. References show the partner's case status and sync periodically.
- Portal: Cases this partner has granted you portal (read-only) access to.
- Ledger: Financial records between your organizations (see the Partner Ledger section below).
Managing Your Visibility
Timestamped has two separate directories: the Public Directory (for anyone on the web) and the Network Directory (for authenticated users). Each directory has independent visibility controls. You can choose to appear in one, both, or neither. Visibility settings for each directory are managed separately in your organization's admin settings.
Partner Ledger
The partner ledger tracks financial activity between your organization and a partner. Access it from the Ledger tab on the partner detail page.
Entry Types
- Referral fee: fee owed for referring work to a partner
- Case share: split billing on a collaborative case
- Payment: record of payment made or received
- Invoice: formal invoice for outstanding amounts
- Credit: advance payment or goodwill credit
- Adjustment: correction or credit for a previous entry
Status Tracking
Each ledger entry carries one of four statuses:
- Pending: created, awaiting payment
- Paid: payment received or made
- Overdue: past due date, not yet paid
- Cancelled: entry voided
Entries support multiple currencies (USD, CAD, EUR, GBP, AUD) and can optionally be linked to a specific case for reference. Each organization maintains its own ledger entries, so your partner cannot see your records directly. Reconciliation requires communication between partners.
Timestamped provides two distinct networking features: personal Contacts and the Partner Network. Each serves a different purpose and operates independently. For public-facing visibility to potential clients, see the Public Directory page.
Personal Contacts
Your contacts are private to you. They are not shared with your organization or visible to other team members. Think of contacts as your personal rolodex of professional connections.
Adding Contacts
There are several ways to add contacts to your rolodex:
- Manual entry: Create a contact from scratch by entering their details directly
- Business card scanning: Upload a photo of a business card and let Timestamped extract the contact information automatically
- From client contacts: Import contacts that are already associated with your organization's clients
Contact Features
Each contact record supports rich detail including:
- Specialties: Areas of expertise or practice focus
- Service areas: Geographic regions where they operate
- Professional licenses: PI, attorney, notary, and other license details
- Notes: Free-form notes about the contact
- Tags: Custom labels for organizing and filtering contacts
- File attachments: Documents, agreements, or other files related to the contact
Duplicate Detection and Merging
Timestamped automatically checks for potential duplicates when you view a contact. The system scores similarity using four factors:
- Email match: exact match scores 100% (automatic duplicate)
- Phone match: normalized number match scores 40 points
- Name similarity: fuzzy matching scores up to 30 points
- Company match: exact match scores 20 points
Contacts scoring 50% or higher are flagged as potential duplicates. When you merge two contacts, you choose which value to keep for each field (name, email, phone, etc.). Arrays like tags, specialties, and service areas are combined automatically, and notes are concatenated with a separator. The duplicate record is hidden from your list but retained internally for audit purposes.
Platform Messaging
If a contact is also a Timestamped user, you can message them directly from their contact page. See the Messaging page for full details on conversations, group chats, and privacy controls. How messages are delivered depends on the relationship:
- Mutual contacts: If both users have each other in their contacts, messages are delivered directly to the conversation. This is the standard mode for trusted connections.
- Non-mutual contacts: If only one side has added the other as a contact, messages go to the recipient's message request queue. The recipient can accept or decline the request. If accepted, future messages are delivered directly.
Privacy Settings
Each user can control their visibility and messaging preferences from their profile settings:
- Show on platform: Controls whether other Timestamped users can find you in the platform user search. Turn this off to hide from platform-wide discovery while still being contactable by people who already have your details.
- Allow message requests: Controls whether non-mutual contacts can send you message requests. When disabled, only mutual contacts can message you.
Contact Quick Actions
The contact detail page includes quick actions that link contacts to other parts of the platform:
- Create Client: Convert a contact into a formal client record. The client form is pre-filled with the contact's details.
- Message: Open a direct chat with the contact (only available if they are a Timestamped user).
- Send Platform Invite: Invite the contact to join Timestamped. Tracks the referral so you earn rewards when they upgrade.
- Merge Contact: Combine this contact with a duplicate record using the merge workflow described above.
Partner Network
The Partner Network is available at /network and requires authentication. It enables organizations to discover other agencies and establish partnerships for case sharing.
Network Directory
The network directory lets you browse other organizations on the platform. You can filter results by:
- Location (city, state, region)
- Specialty or practice area
- Free-text search
Partnerships
Partnerships are org-to-org relationships that enable case sharing between agencies. The partnership process follows five steps:
- Find an organization: Browse the network directory to locate the agency you want to partner with
- Send a request: Submit a partnership request to the target organization
- Notification: The target organization receives a notification about the incoming request
- Accept the request: An admin or owner at the target organization reviews and accepts the partnership
- Sharing enabled: Once accepted, both organizations can share cases with each other using the escrow-based transfer system
Partnership Details
- Partnerships are mutual. Both organizations have equal access to the case sharing feature.
- Either side can remove the partnership at any time, which immediately disables case sharing between the two organizations.
Partner Detail Page
Click a partner to open their detail page, which includes several tabs:
- Overview: Organization profile, partnership status, and contact information.
- Cases: Case references created from transfers you have sent to this partner. References show the partner's case status and sync periodically.
- Portal: Cases this partner has granted you portal (read-only) access to.
- Ledger: Financial records between your organizations (see the Partner Ledger section below).
Managing Your Visibility
Timestamped has two separate directories: the Public Directory (for anyone on the web) and the Network Directory (for authenticated users). Each directory has independent visibility controls. You can choose to appear in one, both, or neither. Visibility settings for each directory are managed separately in your organization's admin settings.
Partner Ledger
The partner ledger tracks financial activity between your organization and a partner. Access it from the Ledger tab on the partner detail page.
Entry Types
- Referral fee: fee owed for referring work to a partner
- Case share: split billing on a collaborative case
- Payment: record of payment made or received
- Invoice: formal invoice for outstanding amounts
- Credit: advance payment or goodwill credit
- Adjustment: correction or credit for a previous entry
Status Tracking
Each ledger entry carries one of four statuses:
- Pending: created, awaiting payment
- Paid: payment received or made
- Overdue: past due date, not yet paid
- Cancelled: entry voided
Entries support multiple currencies (USD, CAD, EUR, GBP, AUD) and can optionally be linked to a specific case for reference. Each organization maintains its own ledger entries, so your partner cannot see your records directly. Reconciliation requires communication between partners.