Client Management

Client Detail View

Click on any client name to access their full profile.

Tabs

  • Overview — Contact information, associated matters, and activity feed showing recent actions
  • Documents — All documents linked to this client's matters
  • Notes — Internal notes about the client. Add, edit, or delete notes
  • Billing — All invoices across all matters for this client

Actions menu

From the client list, click the 3-dot menu (⋯) on any row to access:

  • View — Open the client detail page
  • Edit — Modify client information
  • Archive — Soft-delete the client (recoverable from the Recovery Bin for 60 days)

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