AvailableLast reviewed July 22, 2026
Managing clients
Client records hold the people behind your matters and connect to the cases you handle for them.
Who this is for: Everyone who works with clients
The Clients area is the directory of the people your firm represents. Each client connects to the matters you handle for them so history and context are never lost.
- Review the clients your firm represents.
- See the matters associated with each client.
- Use client context when working a case or reaching out.
Related guides
Working with matters
The matter workspace brings a case's client, stage, commitments, files, billing, and history into one place.
The client portal
The secure client portal gives clients a clear, scoped window into the status of their matter.
Billing and payments
Bill clients for resolution work and collect payment through Stripe Checkout.