Searching for Clients using the Case Management App

Updated Oct 19th, 2021

Who is this guide for?

Any Users

Step 1

Tap Change Client/Matter, which is available from Clients & Matters, Case Management, or Client Ledgers

Step 2

Use any of the basic search fields or tap More Options

Step 3

You may search for the clients full name, and/or address. It’s also possible to filter for a specific fee earner, or work type.

Should wish to search archives, set Include Archives? to Yes

To search through Prospect Matters, tick Prospect.

Step 4

Scroll through the results, tap the matter to load it

You can use the Conflict of Interest to search for duplicate clients