Add a client
Create a client record with name, contact details, and any relevant notes.
All features
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Clients
Case Management
Keep all your client information in one structured place. Add contact details, link cases, and maintain a history of your relationship — so nothing falls through the cracks.
See it in action
How it works
Link cases
Associate cases and documents with the client for a complete view of your relationship.
Access anywhere
Look up any client instantly from your dashboard — from the office or on the go.
Key capabilities
Structured profiles
Store name, phone, email, address, and custom notes for every client in a structured record.
Case linking
Link one or more cases to each client so you see their complete legal history at a glance.
Search & filter
Search your client list by name, phone, or case to find anyone instantly.
Private & secure
Your client data is stored in your private account — never shared with other firms or users.
AI Tools inside every linked case
Cases linked to a client each have their own dedicated AI workspace — all AI Tools run within the case context. See the Cases feature for details.