You can perform the following tasks at the client level:

• Adding a Client
• Viewing Clients Dashboard
• Viewing Client Details
• Managing Matters
• Viewing and managing Client Holds
• Viewing Historical Changes
• Viewing Opposing Team Sets (Clients)
• Viewing List of Users
• Client user and group icons
• Updating a Client (including security, staffing, and so on)
• Deleting a Client

Not all user roles are authorized to perform all tasks. To know more about what tasks you can perform, based on your role, see Role Task Matrix.