Manage Clients
LawPage makes it easy to maintain accurate client records.
Adding a New Client
Section titled “Adding a New Client”- Navigate to Clients from the main menu.
- Click Add Client.
- Fill in:
- Name
- Contact Information (email, phone)
- Address
- Notes (optional)
- Click Save.
Updating Client Details
Section titled “Updating Client Details”- Search for the client in the Clients list.
- Click Edit next to their name.
- Update the necessary fields.
- Click Save Changes.
Best Practices
Section titled “Best Practices”- Keep contact details up to date for billing and communication.
- Use the Notes field for special instructions or preferences.