Your clients list holds the parties your firm represents — banks, companies, and individuals. Maintaining it makes adding cases and raising invoices quicker and more consistent.
Where to manage clients
Go to Settings → Configuration and open the Clients section. You can also create a client on the fly while filling in a case.
Add and edit clients
Enter the client's name and add one (for example, "State Bank of India").
Open a client to edit details like type, email, phone, and notes.
Archiving
If you no longer work with a client, archive them to keep your active list tidy. You can restore an archived client later.
Deleting a client
If a client was added by mistake, an owner or admin can remove it permanently. Open Settings → Configuration → Clients, open the client, and choose Delete. You'll be asked to confirm first, because this can't be undone.
A client that's linked to one or more cases can't be deleted — this keeps those cases intact. Archive the client instead to hide it from your active list.