Build Client Relationships

Capture the client information that is most important to you. 



Record all the important information you need to build a complete profile on your clients, other parties, lawyers  law firms, barristers, witnesses and others.

  • Person and company records
  • Create and produce contact specific documents
  • Summarise client interactions in contact notes


Contact details

Get a complete overview of your client with all related matters, documents, tasks and invoices in the one place.

  • Quick access to related matters
  • Contact specific document folder
  • Consolidated view of Contact's invoice history


Custom fields

Create custom fields to capture any additional information for either a person or company contact record.

  • Manage relationship types
  • Record uncommon details
  • Tag marketing subscriptions





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