Client Details
View complete client information and history
View complete client information and history
This page shows complete client information. Use the tabs to navigate between Overview, Cases, Documents, Billing, and Notes. Click "Create Case for Client" to start a new case.
View a quick summary of the client including contact information, key statistics, and recent activity. This is your go-to tab for a client snapshot.
View all cases associated with this client. You can see case status, quickly access case details, or create a new case directly for this client.
Access all client-related documents like ID proofs, contracts, and other files. You can preview, download, or upload new documents.
Track the financial relationship with this client. View total billed amounts, payments received, outstanding balances, and payment history.
Add internal notes about the client for your reference. These notes are not visible to the client and help you keep track of important information and preferences.
Use the "Create Case for Client" button to quickly start a new case with this client's information pre-filled.