Clients and people

The client book and each matter's parties.

  • Sidebar → Clients: the firm's client book — individuals and organizations, matter counts, lead attorney, status, last activity. Add client is a guided flow that can open their first matter in the same step.
The Clients directory: the firm's client book with one organization client, its matter count, lead, status, and activity, plus search, filters and New client
The Clients directory: the firm's client book with one organization client, its matter count, lead, status, and activity, plus search, filters and New clientJubal Law · fictional firm and matters
  • Matter → People: the parties (client, opposing, counsel, judge…), the matter team, and guest access. Party details open in a slide-over.
The guides