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.