Every client, with everything that belongs to them.
The firm’s client list, with each client’s contacts, matters and outstanding dues in one view.
What Clients does.
One view per client
Contacts, matters and outstanding dues together, without opening three systems.
Linked to teams and matters
A client can be linked to several teams and matters.
Dues at a glance
See what each client owes before you open the next matter for them.
Fed by Intake
New clients arrive from Intake fully set up, never keyed in twice.
How it works.
- 1Clients arrive from IntakeOr add an existing client directly.
- 2Everything links to themMatters, contacts, invoices and dues attach as work happens.
- 3See the whole relationshipOpen a client and the full picture is there.
Works well with.
Clients shares matters, clients, documents and the calendar with every other app, so nothing is keyed in twice.
Intake
Take a new client from enquiry through conflict check, engagement letter and KYC to an open matter.
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Billing
Turn logged time into invoices, track what each client owes, and manage client trust accounts.
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Conflicts
Search a new client and every party against all the firm’s records before you act.
Learn moreEnquiry to invoice: intake, conflicts, clients, tasks, time and billing.
See all 33 appsEvery client, with everything that belongs to them.
Start a 7-day free trial, or see Clients on one of your own matters with our team. Every plan includes every app.