The main Client Overview page contains all the important contact details and information relating to your client. This includes personal details, their assigned rate, Case Manager, the date of their accident and trial state.
There are user defined fields so if you want to create a field entitled router password or NI number you can do so.
For the personal touch you can add a client photo, their date of birth automatically calculates and updates your client's age on screen and will also produce birthday reminders.
Further important information (such as ‘Call at the back door’) can be flagged so that it always appear at the top of the client note.