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Clients

Permission required: client.read

A client in CaseBright is a retained individual or entity that your firm is actively representing. Every case must be linked to a client.

Navigate to Clients in the left sidebar.

1. What is a Client?​

Clients are the people or organizations your firm has signed a retainer with. When a lead is retained and converted, CaseBright automatically creates a client record. You can also create clients manually.

2. Creating a Client​

  1. Navigate to Clients.
  2. Click New Client.
  3. Enter the client details:
    • First name and last name (for individuals)
    • Email address
    • Phone number
    • Date of birth (if applicable)
    • Address
  4. Click Save.

3. Client Profile​

Click on any client name to open their profile. The profile is organized into tabs:

Overview​

A summary of all active and completed cases for this client, plus key contact details.

Cases​

All cases linked to this client, with their current status, priority, and due dates. Click any case to open it.

Invoices​

All invoices issued to this client, with payment status.

Documents​

All documents attached to this client or their cases.

Notes / Activity​

A timeline of all notes, comments, and activity related to the client.

4. Editing a Client​

  1. Open the client profile.
  2. Click Edit (top right).
  3. Update the necessary fields.
  4. Click Save.

5. Client Portal Access​

Clients can access a self-service portal to check case progress, submit documents, sign contracts, complete forms, and pay invoices.

Inviting a client to the portal​

  1. Open the client profile.
  2. Click Invite to Portal.
  3. The client receives an email with a link to set their password.
  4. Once they log in, they can see their cases and take actions assigned to them.

What clients can see​

Clients only see steps and information marked as Client Visible in the workflow. Internal steps and notes are hidden from them.

6. Merging Duplicate Clients​

If a client was accidentally created twice, you can merge the two records:

  1. Open one of the client records.
  2. Click the ellipsis menu (⋯) → Merge with another client.
  3. Select the duplicate record.
  4. Choose which record's details to keep.
  5. Confirm the merge.

All cases, invoices, and documents from both records will be combined.

7. Deactivating a Client​

Clients cannot be permanently deleted (to preserve historical records), but you can mark them as inactive:

  1. Open the client profile.
  2. Click the ellipsis menu (⋯) → Deactivate.
  3. Confirm.

Inactive clients do not show in the main client list by default. Use the Include Inactive filter to show them.