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

1. Open Clients and click Add Client (or Create).

2. 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)

3. Click Save.

You can also create a client on the fly while making a matter.

How to use a client profile

1. Click a client to open their profile.
2. Review their past and upcoming matters.
3. Start a new matter from the client when that option is available.

Workflow

1. Create a client before or during their first matter.
2. Keep the email correct so confirmations and invoices reach them.
3. 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.