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Client Management

Know every client — and every rupee — at a glance

Each client gets one profile with their contact details, CNIC, all their cases, documents, invoices, payments and an up-to-date balance. When a client calls, you have the full picture before you say hello.

Complete client profiles

Store name, phone, WhatsApp, email, CNIC, address and client category (individual, company, government, bank). Add notes and see a timeline of everything that has happened for that client.

Client ledger and statements

Every invoice and payment is posted to the client ledger automatically. See who owes what with ageing (0–30, 31–60, 61–90, 90+ days) and send a professional statement of account as PDF.

  • Outstanding balance on every profile
  • Receivables ageing report
  • Client statement PDF with your letterhead
  • Receipts for every payment

Contacts beyond clients

Keep a directory of opposite counsel, court staff, experts, witnesses and other contacts, grouped by category and searchable from anywhere.

Client Management — questions

Is client data visible to other law offices?

Never. Every office is completely isolated. Your clients, cases and documents can only be seen by users you add to your own office.

Can I export my client list?

Yes, to CSV at any time. You can also download a full export of your office data.

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