Client Detail

The Client Detail page provides insight into your clients contact information, which matters they currently have with your firm, and their recent activity concerning their case.

NOTE: The contact information other than the client's name and email address will need to be entered manually independent of any contact information that the client may submit while filling out an intake form. 

This is because the information provided during the intake process pertains to a specific moment and the clients circumstances at the time of completing the intake form.  Their address and phone numbers may change during the life of their case.