👤 Client Management

How admins add and assign clients within Your Case Plan

How to Add a Client:
Clients can be added through three main methods:
- 🔗 Public Link from your website
- 📱 Signup QR Code or link shared by a professional
- 💌 Direct Invite Link from an admin or professional
Assign Clients to a Case:
Once a client signs up, you can assign them to a case party based on their attorney and case details.
Assign Clients to an Attorney:
From the client profile or signup request, you can match them with the correct legal team.

📹 For a complete overview of all Admin functions, check out our Getting Started video: