Clients & Contacts

Manage client records, upload files, send intake forms, write progress notes and more.

11 articles in this collection
Written by Splose

Clients

Add a new client

Add clients in three different ways.

Written by Splose
Updated over a week ago

Archive a client

Archive a client to remove them from your client list.

Written by Splose
Updated over a week ago

Permanently delete a client

Permanently delete a client to remove them from your workspace forever. This action cannot be undone.

Written by Splose
Updated over a week ago

How to merge clients

Merge two client accounts to get rid of double ups

Written by Splose
Updated over a week ago

Contacts

Add a contact

Add new contacts to send invoices, and assign cases and letters.

Written by Splose
Updated over a week ago

Archive a contact

Remove a contact from searches by archiving them.

Written by Splose
Updated over a week ago

Upload and store files securely

Upload files for a client

Drag and drop multiple files at once, and continue working while files upload.

Written by Splose
Updated over a week ago

View and print files for a client

Quickly access and print files, right from your workspace.

Written by Splose
Updated over a week ago

Rename a file

Update the name of files, regardless of the file name originally uploaded in Splose.

Written by Splose
Updated over a week ago

Delete client files

Delete files that are no longer needed and free up storage.

Written by Splose
Updated over a week ago

Restore recently deleted client files

Recover previously deleted files within 30 days of deletion.

Written by Splose
Updated over a week ago