In the Clients dashboard:
- Hover on the row of the client you want to select.
- Select
.
The Client Details - Overview page displays the following details:
Detail | Description |
|---|---|
Matters | The count of matters under the client. Select View Matters to navigate to the Matters page. |
Security Policy | The current security policy of the client. Select View Security Policy to navigate to the Security tab in the Client Details page. You can modify the security policy for the client under the Security tab. |
Staffing | The count of users that are part of the client staffing. Designated administrators at the asset level or a user with global admin rights, can acknowledge a security memo on behalf of staff members in order to grant access to restricted matter content. Select View Staffing to navigate to the Staffing tab in the Client Details page. You can modify the staffing details for the client under the Staffing tab. |
Opposing Team Sets | The count of opposing team sets. Select View Opposing Team Sets to navigate to the Opposing Team Sets tab in the Client Details page. If you have the Conflicts officer role assigned, you can modify the opposing team set details for the client under the Opposing Team Sets tab. NOTE: If scheduled review of an applicable opposing team set is overdue, a flag |
Conflicted Users | The count of users having a conflict with the current client. Select View Conflicted Users to navigate to the Conflicted Users tab in the Client Details page. If you have the Conflicts officer role assigned, you can modify the conflicting user details for the client under the Conflicted Users tab. |
Scheduled Review | This pane is displayed only when a review has been scheduled for the client. If the Frequency of Review under the General Details page is set to 'Never' then this information is not displayed on this page. Select View Scheduled Review to navigate to the General Details tab in the Client Details page. You can modify the frequency of review and mark review complete for the client under the General Details tab. |
Matter Security | A pie chart showing classification of matter level security under the client. |
Allowed Users | The count of all users who have access to the client and any matters that are secured by the client. In case of clients with 'open' security policy, 'All users' is displayed, which implies that all the non-excluded users have access to the client content. Select View Allowed Users Report to navigate to the Allowed Users tab in the Reports page. |
Excluded Users | The count of all users who are either in conflict with the client or are a member of an opposing team set and are excluded from it. Select View Excluded Users Report to navigate to the Excluded Users tab in the Reports page. |
Holds | The count of holds that the client is a part of. Select View Holds to navigate to the Security tab which contains the Holds panel. See Viewing and managing Client Holds. |
