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.