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My Clients
PCLaw Practice Suite dashboards present detailed status of four key areas and streamlined tools for leaders, practitioners and administrative support staff.
The My Clients dashboard gives you a bird’s eye view of all clients and client matters. It enables fast access to details including:
- Search for clients and matters by name, file, matter description, lawyer, or type of law
- Documents associated with the selected client matter
- Related appointments, tasks, to do’s, and ticklers
- Recent activity like phone calls, notes, and time entries
- Account details like receivables, unbilled time, unbilled disbursements, trust balance, last invoice, and more
