Client Information

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 re

Category
Client Information
Last reviewed
Reading time
1 min read

#Short answer

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 represented.

Practice note: For legal records, archiving is usually safer than deleting because it preserves history while keeping active lists clean.

#How to use this in practice

  1. Open the relevant Beagle section or setting described above.
  2. Confirm you are working in the correct firm, client, matter, or date range.
  3. Enter or review the information carefully before saving, billing, exporting, or relying on the record.
  4. If the item affects billing, trust funds, deadlines, or case history, review it a second time before sending anything to a client or using it for a report.

#What to watch for

  • Beagle is designed to preserve law-office context. Prefer accurate, plain-language descriptions over shorthand only you understand.
  • If a record is connected to billing, a client, or a matter, changes may affect reports, invoices, or matter history.
  • When in doubt, archive inactive records rather than deleting them.

Was this article helpful?

← Back to the knowledge base