Client context is the people and relationship detail behind case work. It lives
inside case-bound workflows.
Home answers:
Where is the case book, and what needs review now?
Client context answers:
Who is the person behind the work?
What belongs in client context
Use client context for lightweight relationship details:
- Client, claimant, 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
Client context 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 disability benefits matter, it attaches to the case.
Working from client context
Use case search or the case profile area when you need to find the person first,
then open the related case.
Use Home and the case workspace when you need to see case attention, readiness,
source materials, attorney decisions, and generated outputs. Last modified on August 3, 2026
