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👥 Managing Your Clients
Stay organized and connected by managing all your client details in one place.
🎥 Watch: How to Manage Your Clients
✅ What You Can Do Here:
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👤 View Client Profiles
See each client’s contact information, assigned team members, and linked case(s).
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💬 Communicate Securely
Send encrypted messages directly to clients and review the full conversation history inside the platform.
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📝 Assign Tasks
Add tasks for your clients to help them meet deadlines and stay on track with case goals.
💡 Pro Tip
⭐ Use the client’s case activity to track progress and see all recent updates — like notes, tasks, and messages — so you can quickly spot where support is needed.