Managing Clients

Creating Clients (Optional)

CREATING CLIENTS
Clients created in CaseMail are your customers.  Creating clients lets you associate matters, contacts, documents, and mailing expenses specific to each customer.
To create a client, click the "Clients" icon on the left vertical menu.
Tip: Clicking the + sign on the left vertical menu will expand the menu bar to view linked icon information.


SELECTING A CLIENT
Whenever you trigger an action like adding contacts, documents, or sending mail, CaseMail will prompt you to select a client. CaseMail will record all activities and expenses with your company or personal account if no client is selected.
To select a client, when prompted, select the account name of the client.  





 


    • Related Articles

    • How to Create a Mailing List

      A mailing list can easily be created by importing a properly formatted CSV file or manually entering recipient information. Step 1: To create a mailing list please navigate to the people icon on your dashboard entitled "Contacts". Next, click on ...

    • Sending postal mail online

      Tip: Clicking the + sign will expand the menu bar to view linked icon information. CREATE A CLIENT (This is optional. These are the clients you will be sending mail on behalf of. When a client is created you can associate contacts, documents, and ...

    • Clio: Sending CaseMail From Clio Account

      Clio's custom actions enable users to launch a mailing directly from the Clio matter screen. Simply click on the Actions / Edit tab and choose your "SEND" type. Enter in a unique mailing name or ID. Use the "Next" button to move to the next screen ...

    • Troubleshooting Tips

      Please identify a topic below to address your concern: Sending Mail 1. The CaseMail Wizard will not accept my PDF document. Resolution: This problem often occurs when a user attempts to upload a PDF with the incorrect page size. The correct page size ...

    • Adding Users

      The option to add a user is available for accounts with the "additional user" feature. You must be the primary account holder or Admin to add or remove a user. The individual that creates the original company account is considered the Admin.  Please ...