Platform/Communicate

Included in every plan

Client Management

Give every person you serve, from defendants and victims to witnesses, jurors, and probationers, one record shared across every product. Assign tasks, upload photos, share documents, and let clients sign in to a branded portal to manage their preferences and see what you’ve sent.

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The problem

Every product touches the same people, but the people live in no single place.

A defendant is also a payer, a portal user, and maybe a supervised client. When each product keeps its own copy of that person, data drifts, history fragments, and staff re-enter the same details. Client Management gives every person one profile the whole platform shares, and a portal where they manage their own preferences, tasks, and documents.

What it does

Every capability inside Client Management: built in, configurable, and connected to the rest of the platform.

Client Records
One profile for every defendant, victim, witness, juror, and probationer, shared across messaging, payments, scheduling, and supervision.
Photos & Identification
Upload client photos and identification to confirm who you’re working with across the platform.
Contact Preferences
Clients manage their own channels, language, and quiet hours, and you respect them automatically.
Task Assignment
Assign tasks to clients, set due dates, and track completion from the same record.
Assigned Documents
Share documents to a client’s portal and see when they’ve been viewed or completed.
Client Portal Sign-In
Clients sign in to a branded portal to manage preferences, complete tasks, and access what you’ve sent.
Unified Contact History
Every message, payment, event, and document tied to the person. One timeline, no duplicate entry.

One

Profile per person, shared platform-wide

Self-service

Clients manage their own preferences & tasks

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Duplicate data entry across products

Built into every product