The Clients section provides access to all tools used to create, manage, review, and support client records within LawPractica. This area is the administrative center for onboarding new clients, maintaining client information, running conflict checks, managing documents, and using AI‑powered assistance.
Each feature under Manage Clients is designed to ensure accuracy, compliance, and efficiency throughout the client lifecycle.
Below is an overview of all features included in this section, with links to their detailed documentation.
A centralized dashboard displaying all clients in the system. Users can search, filter, sort, and open client records for further action. Ideal for day‑to‑day navigation and client lookup. 👉 See full page: Client Centre
Used to create new clients or edit existing client records. Includes tabs for Client Details, More Info, Billing Address, and Invoice Settings. Controls billing behavior, LEDES configuration, e‑Statements, and communication preferences. 👉 See full page: Client
Mandatory tool for checking potential conflicts of interest before opening a new client or matter. Searches across clients, matters, contacts, vendors, and financial records to ensure ethical compliance. 👉 See full page: Conflict Search
Allows firms to map and manage client documents using:
All integrations are included at no extra cost. Documents remain organized and accessible directly from the client profile. 👉 See full page: Document Manager
AI‑powered assistant that helps lawyers research, draft, summarize, and analyze legal content. Supports natural language prompts for legal research, document drafting, client communication, and more. Integrated directly into LawPractica for faster daily operations. 👉 See full page: Legal AI
The Clients section serves as the operational center for:
This ensures that all client‑related workflows are accessible, organized, and consistent across the firm.
Conflict Search ensures ethical onboarding.
Client records store all essential billing and contact information.
Client Centre provides fast access to all clients.
Legal AI assists with drafting, research, and communication.
Document Manager keeps all client files mapped and accessible.
The Clients section brings together all essential tools for managing client information, compliance, documents, and AI‑assisted workflows. With features like Client Centre, Client creation, Conflict Search, Document Manager, and Legal AI, this area provides a complete operational hub for accurate and efficient client management across the firm.