Client Profile & Matter History

The Client Profile page provides a unified 360-degree view of your law firm's entire relationship with a specific client.

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What You Can View on a Client's Profile

When you click on any client from the directory, you will see a tabbed profile containing:

1. Client Particulars: Contact info, physical location, KRA PIN, and identification records.
2. Active & Closed Matters: A complete chronological list of all cases, litigation files, or advisory tasks opened for this client.
3. Financial Summary:
   • Total Billed Amount (KES).
   • Total Paid Receipts (KES).
   • Outstanding Retainer / Balance Due.
4. Document Vault: All contracts, pleadings, affidavits, and correspondence files linked to this client across all their cases.
5. Activity Timeline: An automated log of when the client was registered, when files were opened, and any notes added by advocates.

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Opening a New Matter Directly for a Client

Instead of filling out client details again when a client brings a new legal instruction:

1. Open the client's profile page.
2. Click the + Open New Matter button on the top right.
3. The client information is pre-filled automatically, saving time and eliminating typos.