Clients

The Clients module on the Billing side is similar to the People module on the Attorney side, with some extra or slightly different functions and information available on only one side or the other.

On the Billing side, you will working with Contacts who have a Client-classified Role on one or more Files (regardless of whether or not they are assigned to the "Clients" Contact Group).

The Firm Directory is also available on the Billing side, as on the Attorney side.

Use the Attorney-Billing buttons at the top of the control panel to switch between the Billing and Attorney versions of the Clients/People Index or particular Client/Person Details.