Clients

The Clients tab shows a list of all firm clients. Here you can search for matters by client metadata.

You have two options for filtering /sorting the list:

• Show- Choose Only Active or All

• Grouping- Choose to Group by Type or Ungroup.

List information displays in the following columns:

Field	Description
Name	The name of client. Click the name to open client detail, which consists of the Profile, Health Check, Revenue, Rate Card, Arrangements, and Matters pages.
Status	The client's status with the firm (e.g, Client, Potential Client).
Confidentiality Level	The security level that governs who is able to view/access the client.
Client Since	The date this company became a client of the firm.

Tip: You can click the Name column header to sort the list by that column, then click the column header again to reverse the sort order.

Client Profile

Click on the client name to open the Client Profile page. The other options that can be accessed from the Client Profile drop down are:

• Health Check
• Revenue
• Rate Card
• Arrangements
• Matters