For any law firm, its important to get 360 degree view of any client and thus using CASENGINE, you can open any Client Information View to get many details around that client such as:
- Client Basic Details
- Contact Details
- Linked Documents/Contracts
- Linked External Links
- Client Financials
Opening the Client Information View
You can visit the Client Information View from the Left Navigation -> "Clients" -> "Existing Clients"
Client Information View
Client Details
You can view all the necessary details from the first tab "Client Details" and amend them by clicking the Edit icon
Client Contact(s)
On the second tab of the view, you will be able to manage the contacts for the client as shown in the image
| Note: Please add/mark at least one contact with email address as Primary Contact to enable Client Reporting on Case Updates |
Client Attachments
You can view all documents that you have previously uploaded for the selected client and upload more by dragging and dropping on the page.
| Tip: Don't forget to add the expiry dates to the uploaded documents to receive timely reminders for renewals |
External Links
You can manage any external links like Court Hearing or Online storage link from the External Links tab
Client Financials
Last tab will fetch you the financial details associated to this client
- You will be able to see all invoices raised to the selected client along with their status
- Any amount available as Credit
- Total amount paid till date
- Any amount due as on date
- Total Billed Amount as per the recorded time
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