Client Management
Viewing & Searching Clients
The Clients page gives you a complete view of everyone your firm represents.
Client list
Click Clients in the sidebar. You see a table with all clients showing: Name, Type (Individual or Organization), Email, Phone, and Matters count.
Searching
Use the search bar at the top to find a client by name or email address. Results filter in real time as you type.
Filtering
Click the filter icon to open the filter panel. Filter by client type (Individual or Organization) to narrow the list.
Column picker
Click the Columns button to show or hide table columns. Your column preferences are saved and persist between sessions.