Client case history

Open a client to see every matter you handle for them in one panel, with quick links into each case, plus their communications log and KYC checklist.

1 Open a client

From the Clients page, click any client row. A panel slides in from the right.

2 Review their cases

The Cases tab lists every case linked to this client. Each row shows:

• Case number and title
• The case’s current status (for example Filed, In progress, Hearing, Settled, or Closed)
• The court
• The next hearing date, when one is set
• A priority dot, colored by the case’s priority

You can link another existing case to this client, or unlink one, from this tab.

3 Open a case

Click any case row to open its full detail page. Use the browser back button to return to the client panel.

Communications and KYC

The client panel has two more tabs beside Cases:

• Comms: a log of communications with this client.
• KYC: a checklist for their know-your-client details.

Together with the case list, this gives you the whole relationship with a client in one place.

Note

Cases are grouped to a client by name, and names are normalized before matching, so differences in spacing and capitalization stay together as one client. Different spellings (“Rajesh Gupta” vs “R. Gupta”) appear as separate clients, so use consistent client names when creating cases to keep each client’s history complete.