Clients & Contacts

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

12 articles in this collection
Written by Splose

Clients

Set up associated contacts

Add contacts associated with a client for fast-access and include them in appointments, invoices and progress notes.

Written by Splose
Updated over a week ago

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