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Clients & Contacts
Clients & Contacts
Manage client records, upload files, send intake forms, write progress notes and more.
11 articles in this collection
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Splose
Clients
Add a new client
Add clients in three different ways.
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Splose
Updated over a week ago
Archive a client
Archive a client to remove them from your client list.
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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.
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Splose
Updated over a week ago
How to merge clients
Merge two client accounts to get rid of double ups
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Splose
Updated over a week ago
Contacts
Add a contact
Add new contacts to send invoices, and assign cases and letters.
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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.
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Splose
Updated over a week ago
View and print files for a client
Quickly access and print files, right from your workspace.
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Splose
Updated over a week ago
Rename a file
Update the name of files, regardless of the file name originally uploaded in Splose.
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Splose
Updated over a week ago
Delete client files
Delete files that are no longer needed and free up storage.
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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