Build detailed client profiles containing personal information, contact details, case details, rates and referral information for each client, with the flexibility to add your own custom fields.
Include prominent keynotes or safeguarding issues at the top of each record.
Create reminders for key dates or renewals, which flag up on the client record when due.
Organise clients into different groups, and colour code based on status or priority.
Comprehensive access controls allow you to restrict an employee’s access to those clients that they are working with.
