Central client information
Capture the client’s information.
Start every matter with a clearer client picture.
Keep client information, contacts and history organised so the team can find the context behind the work.
Contact and relationship context
Review the record before opening new work.
Client history
Keep contact details current as the relationship develops.
What you can try
- Search clients and open the six-tab client workspace.
- Edit contact details, internal notes and active status.
- Log time, prepare an invoice and review client-linked work.
- Enable the optional collection and compliance tabs.
How the information fits together
Information used
Name, email, phone, address, internal notes and billing preferences.
Result
A shared starting point for matters, invoices, collection records and verification.
Use fictional details in the tour. Client-portal access is a sample preview; it does not sign in to a real client account.
Suggested practice workflow
Put client management into context.
Use these steps as a discussion starter for your firm’s own operating process. Configuration and availability should be confirmed during evaluation.
- 1
Capture the client’s information.
- 2
Review the record before opening new work.
- 3
Keep contact details current as the relationship develops.
Make your demo count
Questions worth asking.
Go beyond the overview and confirm the details that matter to your practice.
Which client fields can our team configure?
How are duplicate client records handled?
Related modules
Matter management
Track legal matters, deadlines and progress from a dedicated practice workspace.
Explore moduleTasks
Use a dedicated task area to organise the work that keeps matters moving.
Explore moduleCalendar
Schedule appointments, court dates and events alongside day-to-day practice operations.
Explore module