What’s the difference between a contact and a related party in Quivr—and why does it matter?

In this Office Hours session, Steve Drost and Will Kaplan go beyond just “which button to click” and dive into the philosophy behind structuring your data correctly. Because when it comes to your CRM, how you set things up impacts everything—from reporting to workflows to client communication.

This conversation walks through real-world examples (like CPAs, attorneys, and adult children) and shows how small setup decisions can save you hours of work down the line.

You’ll learn:

👥 When to use a contact vs. a related party

🔁 How to create one-to-many relationships (and why they matter)

📊 How better data structure leads to better reporting and outreach

📧 Real examples like sending tax return requests in minutes

⚙️ Why doing a little extra setup now saves massive time later

If you’ve ever felt unsure about how to organize your data—or you’re dealing with messy imports—this is a must-watch.

Have questions or want help thinking through your setup? Join us for Office Hours or reach out to the team—we’re here to help.