👥 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:

• 👤 View Client Profiles

  See each client’s contact information, assigned team members, and linked case(s).

• 💬 Communicate Securely

  Send encrypted messages directly to clients and review the full conversation history inside the platform.

• 📝 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.

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