My clients, including those outside the platform

Find your clients, add those without an account and keep a private memo.

For: Lawyer · Pro

Steps

1. Open “Clients”: the people who have booked with you and the clients you have added.

   

2. For a client without an account, click “New client”, enter their name (phone and email are optional), then “Add client”.

   

3. Write in “Private memo” and click “Save”: only you can see it.

4. “Open a case” creates a case already linked to this client.

Good to know

• A client outside the platform never gets any email.
• A client with cases can't be deleted: delete their cases first.

Read next

• Manage my cases Create a case, track its hearings and deadlines, take notes and keep track of fees.
• Add an appointment myself Put an appointment made by phone or at the office in your calendar, with a client on the platform or not.

Cases and clients

• Manage my cases Create a case, track its hearings and deadlines, take notes and keep track of fees.
• Read my clients' feedback The ratings and comments left after your consultations.

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