Client Accounts

Client accounts in Lawzana Flow represent the billing and relationship layer above individual contacts. A client account groups matters, documents, and billing information for a single client relationship.

What Client Accounts Are For#

While contacts store individual people and companies, client accounts represent the business relationship between your firm and a client. A client account can:

• Group multiple matters under one client
• Track the overall client relationship
• Connect to billing and invoicing
• Provide portal access for the client

Creating a Client Account#

Client accounts are typically created when:

1. Converting a lead — The lead's contact details create or link to a client account
2. Creating a matter — Specify the client when creating a new matter
3. Manually — Go to Clients in the sidebar and click New Client

Client Detail View#

A client account shows:

• Contact information — Name, email, phone
• Associated matters — All matters for this client
• Documents — Documents shared across matters
• Activity history — Timeline of interactions
• Portal access — Whether the client has portal access and their access level

Linking to Matters#

Each matter is associated with a client. From the client detail view, you can:

• See all active and closed matters
• Create a new matter for this client
• Access any matter directly

Portal Access#

Enable portal access to let clients view shared documents, track milestones, and communicate with your team. See Client Portal for full details.