The client hub allows you to search existing clients and add new ones quickly with a minimal amount of information.
Once a client has been created you can add further information as it becomes available, including their employment details, work history, and earnings.
You can also add your client’s health and medical information to whatever degree of detail is required and create custom fields specific to your firm.
Client records can be individuals, couples, businesses, or even trusts and you can create links between different client entities to reflect their connections to each other.
This allows you to build an ecosystem of relationships between your clients and any associated businesses and trusts.
You control which users can view particular client’s records and tags for easy indexing, searching, and reporting.
