Header & quick actions

The header bar is pinned to the top of every tab on a client’s page, so the same shortcuts are always one click away. It’s compact, but it’s the busiest piece of the surface — you’ll use most of it every day.

Reading the bar

From left to right:

• Client’s full legal name. What you or your client entered during intake. If it reads “Unnamed client”, the name fields are empty — open the Identity tab and fill them in.
• Age + date of birth. Computed from the DOB on the Identity tab. Hover for the exact birthdate.
• Email. Click to copy the client’s email to your clipboard.
• Phone. Same — click to copy. Hidden if you haven’t entered one.
• Case label. Shows the active case the client is on, e.g. I-130 — Marriage. Click it to jump to the Case tab.

The Actions menu

The Actions button on the right opens a dropdown with the common things you’ll want to do for this client without leaving the page:

• Send intake link — generates a one-time-use intake URL and copies it to your clipboard. Use it for first onboarding, a new matter, an RFE response — anything where the client needs to fill in fields.
• Send via email — drops the intake link straight into your firm’s intake-request email template (which you customize under Administrative → Email & consent templates) and sends it under your brand.
• Run Three Attorney Level Intelligence Review — runs the pre-filing review against this client’s most recent draft.
• Add a note — a quick shortcut to drop a private note onto the Notes tab without switching tabs.
• Archive client — moves them to the Archive on the Clients list. Reversible for a grace window, then permanently removed.

Intake links are one-time-use

Once a client submits an intake link, that URL is dead — anyone who finds it later can’t resubmit. If the client needs to come back and add more information, click Send intake link again to mint a fresh one. The new link preserves everything they already submitted.

When the header looks “off”

A few signals worth knowing:

• Name shown faded or italic — the profile is incomplete. Open the Identity tab and at minimum fill given name, family name, and date of birth.
• A dot on the Actions menu — there’s a pending item for this client, such as a fresh intake submission waiting for review.
• A-number missing — fine for tax filings, DOL filings, or family-member sub-profiles. Required for most USCIS forms; the workspace prompts you when you try to generate one.

Next

Identity tab →