Clients
#Overview
Clients (/admin/clients) is your firm's client directory: a contact book and matter history for everyone who books with you. (This is your firm's own customer list; nothing is shared with other firms on the platform.)
#Features
- Searchable client directory
- Create and edit client profiles
- Matter history and matter count per client
- Loyalty points display (when you use them)
#How to add a client
-
Open Clients and click Add Client (or Create).
-
Fill in the form:
| Field |
What to enter |
| First / Last name |
The client's name (required) |
| Email |
Used for confirmations and invoices, so keep it accurate |
| Phone |
Contact number |
| Nationality |
Optional |
| ID type / ID number |
Passport, national ID, etc. (optional) |
| Notes |
Anything useful for next time (preferences, allergies) |
-
Click Save.
You can also create a client on the fly while making a matter.
#How to use a client profile
- Click a client to open their profile.
- Review their past and upcoming matters.
- Start a new matter from the client when that option is available.
#Workflow
- Create a client before or during their first matter.
- Keep the email correct so confirmations and invoices reach them.
- Open the profile any time to review history before a meeting.
#Best Practices
- Avoid duplicate profiles by searching for the email before creating a new one.
- Never store full card numbers in the notes field.