Clients

Client details scattered everywhere?
One contact book for the firm.

The firm’s contact book: clients, opposing parties, counsel, courts, experts and vendors, each with their details, teams and the matters they appear on. A pipeline board follows clients from lead to active.

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Use it for
  • Moving off spreadsheets

    1 CSV exportone contact book

    NameCategoryPhoneCity

  • Client pipeline

    12 enquiriesone pipeline board

    LeadProspectActive client

  • Matter history

    1 clientevery linked matter

    MatterRoleStatus

  • New clients from Intake

    1 opened intake1 client record

    Active clientMatter linkedParties added

What Clients does.

Everyone the firm deals with

Clients, opposing parties, opposing counsel, courts and authorities, experts, witnesses and vendors, as people or companies.

Matters on every contact

Open a contact to see each matter they’re linked to, their role on it (client, opposing party, counsel, witness or expert) and the matter’s status.

Client pipeline

A board of every contact by stage: lead, prospect, active client, inactive or lost. Change a stage straight from the card.

Fed by Intake

Opening a matter from Intake creates the client contact, or finds the existing one by e-mail and marks it an active client. Parties on the other side are added too.

Import from CSV

Download the template, fill it in and upload it (up to 5 MB). Rows whose e-mail is already in the book are skipped, not duplicated.

Linked to teams

Associate a contact with one or more teams, or leave it firm-wide. A client can sit with several teams and matters at once.

Search and filter

Find anyone by name, company or e-mail, and filter by person or company and by category.

Read by conflict checks

Every contact and matter link is searched when the firm runs a conflict check, so the book doubles as your conflict data.

How it works.

  1. 1
    Add or importAdd a contact, upload a CSV, or let Intake create the client when a matter opens.
  2. 2
    Link to mattersContacts attach to matters with their role, and to teams if you choose.
  3. 3
    See the relationshipOpen a contact for their details, teams and every matter they appear on.
Import contacts · contacts.csv · 5 rowsMatter contacts · Sahyadri Agro v. Konkan InfraContact · Sahyadri Agro Ltd · Client · Company
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