Working with a client

Almost every workday in your firm’s workspace lives on one client’s page — their record, their case, their documents, the forms you’ve filed, the agreements they’ve signed, the emails you’ve traded. This section walks you through every tab so you can find what you need without hunting.

Opening a client

From the workspace, use the client search box in the branded topbar, or open Clients and click any name. The client page opens with the header bar pinned at the top and the tab strip just below it. The URL looks like demo.folaform.com/workspace/clients/[id] on your branded host — bookmark the clients you work every day so you can jump straight in.

The tabs along the top let you move between every part of the client’s file. They’re listed left to right roughly in the order you’ll touch them on a new matter.

The tabs at a glance

Header & quick actions

The pinned bar on every tab — name, age, email, the Actions menu, intake link, archive. Read →

Identity

The structured client record every form pulls from — personal info, addresses, family, employment, education, immigration and tax history, disclosures. Intake answers land here too. Read →

Documents

The encrypted file vault — passports, IDs, evidence, finalized forms, signed agreements. Read →

Emails

The log of every email sent to and received from this client, plus a composer that uses your firm’s templates. Read →

Notes

Private case notes for your firm. Never shown to the client, never printed on a form. Read →

Consents

Engagement letters, retainers, translator certificates — anything the client has signed. Read →

Case

The named matter: deadlines, evidence, timeline, form fill and filings, e-signature, interview prep, and fees — all in one place. Read →

Tasks

Per-client to-dos assigned to firm staff, with due dates and status. Read →

Mandamus (beta)

A per-client starting point for a federal-court mandamus when a case has stalled. Read →

Account

The client’s own portal access for this file — invite, resend, revoke. Read →

Activity log

A timestamped record of everything that touched this client — edits, uploads, filings, signings, logins. Read →

The Identity tab is the source of truth

There is no separate questionnaire tab. When a client fills in an intake link, their answers flow into the Identity record — the same structured record every form reads from. Review new intake answers on the Identity tab.

What’s not on the client page

A couple of things you might expect here live elsewhere:

• Firm-wide task lists and jobs. The Tasks tab shows tasks for this client. Your whole queue lives on the My tasks and Workflow surfaces in the nav menu.
• Billing your client. The workspace prepares and files forms; your firm bills clients from your own accounting software. Engagement fees appear on the signed agreement itself.