- Searching for a Client
- Creating a New Client
- Updating a Client Profile
- Editing Client Demographics
- Adding Residency Information to a Client
- Adding Educational Information to a Client
- Adding a Client Relationship Contact
- Adding a Client Mugshot
- Adding a Client Note
- Designating a Client’s Primary Residence
- Editing Client Demographics
- Adding Residency Information to a Client
- Adding Educational Information to a Client
- Adding a Client Relationship Contact
- Adding a Client Mugshot
- Adding a Client Note
- Adding an Assessment
- Deleting a Client
- Tags, Flags, Sharing, and Daily Log
- Administration: Adding a new Attorney
