Client profiles

Client information at your fingertips

  • 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.