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FeaturesClients

Clients

Purpose: Streamlined client registration and information management system.

How it works:

  • Client Registration: Capture essential contact information for both individual and corporate clients
  • Client History Tracking: Maintain comprehensive records of client’s previous legal history
  • Referral Tracking: Monitor how clients were referred to the firm (Walk-in, Referred, Online, Bids)
  • Client Categories: Support for both individual and corporate client types
  • Client Details Management: Centralized storage of all client-related information including identification documents, tax information, and communication preferences
  • Conflict Check: Built-in conflict checking system to prevent conflicts of interest

Key Components:

  • Individual client registration with personal details
  • Corporate client registration with business information
  • Client search and filtering capabilities
  • Client engagement tracking
  • Document management per client
Last updated on
Legal feesConflict check