Update Client Information

Purpose & Benefit: Client data deteriorates rapidly. If you fail to keep information updated, you could be wasting time trying to reach people whose details have changed. Another good reason for regularly cleaning your data includes deleting duplicate records and ensuring spellings are correct.

 

To update information for a client:

  • Click on Clients & Matters under the Clients tab, and select the client name you wish to update information for.

 

  • After completing desired modifications to the client information, click Save.

Please see this article for help on how to fill in the client details.

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