Accessing Client Profiles from Board View

In Board View mode, you can identify the client associated with each matter by looking at the hyperlink located at the top of the matter card. The client’s name is displayed as a clickable link. By clicking on the client’s name, you will be directed to their profile within the Contacts section, where you can view detailed information about the client.

If you want to access more detailed information about a specific matter, click on the matter’s name, which is also presented as a hyperlink. Clicking on the matter’s name will take you directly into the matter’s details panel, where you can review and manage all aspects of the case.

The Matter Details panel is divided into two sections. The first section, located on the left side, provides various actions related to the matter.