Learn about how you manage your clients in LegalOffice
Articles
- Add a Client
- Add a Client using information received from a third party
- Edit a Client
- Add/Edit Client Address, Phone or E-Mail records
- Add/Edit Client Relationships
- Client Records (Deeds and Wills)
- Client AML
- Client Inquiry
- Renumber a Client
- Merge duplicate Identities
- Annual Reporting Statement
- Client Security
- Client Referral Code Maintenance