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Advanced features like postcode finder take the guesswork out of finding a client’s full address and is updated daily with new addresses.
Other matter analysis information means you can track sources and work types. On completion you can easily access the client or matter to quickly begin working on the case and producing documents.
Benefits of Client Creation
Duplicate client checker to avoid conflicts
Time recording can be switched on and WIP limits set as part of the onboarding process
Postcode checker auto updated to easily find accurate address details