Clients, without the scattered context.
A connected record for every client, contact and engagement.
Less searching. More progress.
Bring client details, contacts and service history together so the next conversation starts with context, not a search.
Clients overview
A practical workflow
Start small, verify the result and make it repeatable.
Set the context
Choose the client, work or configuration that the workflow relates to.
Assign and verify
Confirm access, ownership and the settings available in your workspace.
Review the outcome
Check the result and keep the next action clear for your team.
Learn the workflow
Focused help for the people using it.
Create a well-structured client record
Gather the identity and contact information relevant to the engagement.
Read the article clients contactsUse client groups for portfolio work
Groups help your practice work with a defined set of clients.
Read the article clients contactsUnderstand client deactivation
Deactivation should preserve historical records while pausing the current relationship.
Read the articleMake room for better work.
Explore the fit for your practice before choosing a workspace.