Feature
Client Management
Keep client information organized and accessible.
Central client profiles, contacts, and matter links so intake and follow-ups never depend on scattered notebooks.
Client Management
Keep client information organized and accessible.
- Central client profiles with contact and matter links
- Clear ownership so the right lawyer stays accountable
- Faster intake without re-entering the same details
The challenge
Client details often sit in email, Excel, and personal notebooks. The firm never has one reliable record when someone needs a phone number, address, or matter history.
Why you need this
- Clients are long-term relationships. If contact details and matter history live in private notes, the firm loses continuity the moment one lawyer is unavailable.
- Re-entering the same client information for every new matter wastes intake time and creates inconsistent records.
- A clean client profile is what makes follow-ups, portal updates, and future engagement professional instead of improvised.
Who it helps
- Solo advocates building a durable client book
- Firms with shared clients across multiple lawyers
- Reception and intake roles that need reliable contacts
How Joshira helps
Joshira stores each client as a clear profile with contact details and linked matters. Intake becomes faster because you are not retyping the same information for every new case.
When a colleague needs context, they open the client record instead of asking around. Ownership stays visible, so the right lawyer remains accountable.
Over time, the client profile becomes the firm’s memory of the relationship — not a folder that only one person understands.
How teams use it
First consultation intake
Capture the client once, then open matters against that profile as work begins.
Returning client
Pull existing contacts and past matter links instead of starting from a blank form.
Urgent callback
Find the right number and matter context quickly when a client calls mid-hearing week.
Team coverage
Another lawyer can serve the client using the shared profile when the primary counsel is in court.
How it works
- 1
Create the client profile
Capture name, contacts, and key details once in a shared firm record.
- 2
Connect matters
Link active and past cases so history stays attached to the client.
- 3
Reuse and update
Pull the same profile into new work and keep contact information current.
What you can do
- Maintain central client profiles
- Store contacts the whole firm can use
- Link clients to active and past matters
- Keep ownership visible for accountability
- Speed up intake with reusable records
Key benefits
- Central client profiles with contact and matter links
- Clear ownership so the right lawyer stays accountable
- Faster intake without re-entering the same details
- Reliable records the whole firm can trust
The result
Client information stops living in private notebooks. The firm always knows who the client is, how to reach them, and what matters are connected.