To search for an existing client, use the Search Clients field in the top left of every page:

The search field supports searching by the following attributes:

  • First Name

  • Middle Name

  • Last Name

  • Client Reference

  • Phone(s)

  • Email(s)

  • Case Number(s)

  • Event Reference(s)

Need more control over your search? Use the Advanced Search on the Clients page:

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