Customization and detailed info in Client Overview ℹ️

We hope you've had a chance to check out the new Client Overview tab. It’s more powerful than you probably even realize - here are a few pieces of functionality that you may have missed. 

  • Detailed view — Click “more details” icon to get a more detailed summary, with everything referenced back to the original source.
  • Edit, annotate and see sources — You can edit any field, add notes or context directly in line and view all sources.
  • Customize your information — Show, hide, or rearrange fields to reflect what is most important to your team.

Client Overview is a great way to easily find lots of important information about your client, like the personal info, prior representation, military history, toxic exposure, and much more.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.