As part of onboarding, it’s important for your team - particularly fee earners/their support staff - to manage their contacts effectively.
There are a few actions available to help determine how personal or “low-value” contacts should be handled within Nexl:
Set as Private
Use this for personal contacts whose relationship with you should not be visible or tracked in Nexl.
What it does:
Hides the contact from activity feeds and “Who Knows Who.”
Removes historical interactions between the user and the contact (optional).
Retains any relationships with other contacts
Marks that contact with a shield for the person who has set that relationship to private
When to use it:
The contact is purely personal (e.g., spouse, friend).
Your relationship with this contact is not relevant to the firm’s business development or collaboration.
The contact is relevant to the firm’s business development or collaboration and needs to remain in the database.
Remove from My Contacts
This option helps declutter your business My Contact list.
What it does:
Removes the selected contact from your “My Contacts” view without deleting them from the database.
Often used in combination with Set as Private to ensure personal or irrelevant contacts don’t appear in your working contact list.
If used separately to the Set as Private functionality, your interactions (activity feeds and “Who Knows Who”) will remain visible.
When to use it:
The contact isn’t relevant to your day-to-day work or relationship management.
You want to keep your “My Contacts” list clean and focused on business-relevant relationships.
Archive
Use this for non-business-related contacts or low-priority relationships.
What it does:
Hides the contact from general views, helping clean up the database.
You can choose to automatically unarchive them if there's a future interaction (there will be an option that appears when you select archive)
When to use it:
The contact is a personal or non-relevant connection (e.g., your child’s school principal, your GP).
The contact may be useful to the firm’s business development or collaboration later, but isn’t needed now.
Stay in Touch
Helps maintain a consistent communication cadence with important business contacts.
What it does:
Sets reminders to reconnect at chosen intervals—can be done individually or in bulk.
When to use it:
The contact is valuable from a business perspective.
You want to ensure ongoing engagement.
Support staff can assist in managing these reminders.
Just to make it easier when considering the above actions, I have added a checklist on high value contacts VS low value contacts below:
Contact Type | Indicators | Recommended Actions |
High Value |
| Stay in Touch |
Low Value |
| Set as Private |