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Legal Client Management

Organize all of your clients' cases in one spot where you can keep track of them. With Tracup, it's simple to communicate, set deadlines, outline expectations, and update clients on your progress. With the help of this template, crucial information will never be overlooked!


This template gives you a brief overview of the contacts and clients at your company. View the transactions, bills, and matters that they have in common. To ensure that no follow-up, detail, or conversation is overlooked, keep client information structured. additionally, you may keep track of a client's previous correspondence with your business via email, phone, and in-person meetings.


You can have information in custom contact data fields that are necessary for your company's processes. Your ability to meet and surpass your contacts' expectations will improve the more you are aware of them.

Template Configuration
6

Task status

New

Designed

With Opposing Legal Counsel

Signing of contract

Finished

Closed

3

Task type

Feature
Bug
Task
1

Custom field

Documentation Stage

Template Details
Creator
Other Info

Built in 2022-12-06 18:22:57

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