Clients is the people and relationship layer behind case work.
Cases answer:
Where is the legal work?
Clients answers:
Who is the person behind the work?
What belongs in Clients
Use Clients for lightweight relationship context:
- Veteran or prospective client name.
- Contact details approved for firm work.
- Linked cases or matters.
- Latest activity.
- Missing information flags.
- Representation or POA status where available.
- Quick links into the case workspace.
What does not belong in Clients
Clients is not a CRM.
Do not use it for sales pipelines, lifecycle scoring, broad account management, generic notes sprawl, or a separate client workflow. If the work belongs to a VA matter, it should attach to the case.
Working from Clients
Use Clients when you need to find the person first, then open the related case.
Use Cases when you need to move legal work through:
Booked -> Prep -> Engagement Decision -> Workup -> Strategy Decision Last modified on June 23, 2026
