Using Client Dashboard

1. Click Clients on the menu bar
2. Select the client you want to view.

• Toggle to different sections using the tab.
• Click on New to take quick actions on the client 

On the overview page, you can view:

• Financial history: This displays the total amount in trust, paid, due and billable
• Contact information: This shows the profile of the client
• Time spent: This graphically displays the billable and non-billable hours and the payment status
• Matter information; This shows the total matters handled for the client, the number of matters closed and open.
• Activity history: This shows a list of the recorded activities taken on the client.