Editing an Existing Client

This guide will show you how to edit the details and contact information of an existing client in Osprey

Once a client has been added, you can edit any of the details held other than client and matter numbers.

Please note that if you use alphanumeric client numbers, changing the surname which the number is based upon will NOT change the client number. For example, if your client’s name is Jones, number JON001 and they have changed their surname, the client number will remain the same.

Edit name and address details

Navigate to Case Management > Clients, and search for the client you want to edit, in the Client names column header.

In the Details panel to the right of the page, click the 3 vertical dots and then click the Edit client button, make the required changes to the client’s details, and click Save.

Editing phone numbers

To edit the client’s phone number details or add a new phone number, Navigate to Case Management > Clients, and search for the client you want to edit, in the Client names column header.

In the Details panel to the right of the page, click the 3 vertical dots and then click the Edit client button

Click the Phone Details button. All phone numbers are displayed here. You can either select and add a new phone number, or right click an existing one and select Edit.