Firm & DMS · Wissen und Organisation
Record Client Master Data: Private Person, Organization or Authority
Enlarge imageThe “Client master data” form records a person lean: type (private person, organization or authority), name, email, phone, file number and internal notes. Further details can be expanded as needed, and saving takes one click. You maintain the master data independently of the client portal; a note above shows when the portal is not yet activated for your firm. This way you have the contact details of your mandates organized in one place before you link them to a case. The details in the image are sample data.
To the feature: Client portal →Watch the video →
All recordings use fictional sample data – no real cases, people or file numbers. AI output can contain errors and does not replace legal advice.
