Clients and Contacts

Client Information

The fields, custom fields, notes, and contact details stored per client.

1 article.

• What information can I store about a client?Client records can store identifying information, contact details, billing or retainer-related information, notes, and links to related matters, contacts, invoices, trust transactions, time, and expenses. Use the client record as the office’s main file for the person or entity re1 min readmacOS, iOS