Searching for Clients using the Case Management App
Updated Oct 19th, 2021
Who is this guide for?
Any Users
Step 1
Step 2
Step 3
You may search for the clients full name, and/or address. It’s also possible to filter for a specific fee earner, or work type.
Should wish to search archives, set Include Archives? to Yes
To search through Prospect Matters, tick Prospect.
Step 4
You can use the Conflict of Interest to search for duplicate clients