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

Add a new client

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

Archive a client to remove them from your client list.

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

Merge two client accounts to get rid of double ups

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

Remove a contact from searches by archiving them.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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