Review your clients
Find activity for people who booked with you.
- 1 min read
- Who this is for: Lawyers
- Last reviewed
Before you start
- Before you start
- Sign in as a lawyer with client activity.
- Who can do this
- The list belongs to your practice, not every client of a firm.
Steps
- Open Clients in your professional dashboard. Search available details and filter to find the person.
- Open the detail to review their information and consultation activity your account can access.
- Open the relevant appointment or conversation to handle the matter. Check identity and reservation before sharing files.
Part 1 of 4