Client Management

Accessing the Clients Page

Click Clients in the left sidebar. The page displays a searchable table of all clients registered with your firm.

Filtering Clients

Three filtering options are available at the top of the page:

• Alphabet filter bar — a row of letter buttons (A–Z and Arabic letters) that instantly filters clients whose names start with the selected letter. Click the highlighted letter again to clear the filter.
• Type filter — toggle between Individual (natural persons) and Corporate (companies, organisations) or show all.
• Status filter — narrow by client lifecycle: active, inactive, prospect, or archived.

Reading the Clients Table

The table shows six columns: Name, Type (badge: Individual or Corporate), Phone, Email, Cases (count of linked cases), and Status. Click a row to open the client profile with full history.

Adding a New Client

Click New Client at the top-right. The form fields depend on the selected type:

1. Type — select Individual or Corporate first, as this changes available fields.
2. Name (Arabic) — full legal name in Arabic.
3. Name (English) — full legal name in English.
4. National ID / Commercial Registration — national ID number for individuals; commercial registration number for corporate clients.
5. Phone — primary contact number.
6. Email — client email address (used for portal invitations if enabled).
7. Address — full mailing address.
8. Notes — internal notes visible only to firm staff.

Click Save Client to create the record. You can immediately link this client to a new or existing case from within the client profile.