The Client List is the main starting point for finding, reviewing, and opening client records.

What You Can Do From the Client List

Use the Client List to:

• Search for clients by name
• Open an existing client record
• Add a new client
• Review status and linked record indicators
• Filter clients by assignment, status, intake progress, and case visibility
• Open related work such as properties, loans, work plans, and documents

Searching for a Client

Use the search box to find clients by name. Always search before creating a new client to reduce duplicate records.

Client Row Information

Each row shows core client information and operational context.

The primary client area shows:

• Client name
• Address
• Assigned staff or deleted case information

The status and linked records area may show:

• Client status
• Property count