Client Communication

Accessing Client Information

From any case detail page, the Overview tab displays a client information card on the right-hand side. This card shows the client's name, phone, email, and their link to the case. It is the starting point for all client-related actions.

Sending a Message

If the client has been invited to the AdlDesk client portal:

1. Click the Message button on the client card.
2. A chat panel opens with the conversation history for this client.
3. Type your message and press Send.
4. The client will receive a notification and can reply through their portal.

If the client portal is not enabled for your firm, the Message button is replaced with a phone or email link.

Viewing Client Records

Clicking the client's name opens their full client profile, which contains:

• Cases List — all cases linked to this client (across all lawyers in the firm).
• Payment History — invoices sent and payments received.
• Documents Shared — files shared with the client through the portal.
• Contact Details — phone numbers, email, and address.

Updating Contact Information

From the client profile page, click the Edit button to update:

• Phone numbers (primary and secondary)
• Email address
• Mailing address
• National ID or commercial registration number

Internal Notes

The client profile includes an Internal Notes section. Notes added here are visible only to team members inside AdlDesk — they are never displayed to the client in the portal. Use this for sensitive observations, billing instructions, or communication preferences.