Clients Management

Manage your customers efficiently. Learn how to track leads, manage contacts, organize deals, and improve customer relationships.

Add/Edit Customers

Assign Customers to Groups and Tags
Merge Duplicate Customer Records
Export Your Customer List
How to Automate Client Creation via API & Webhooks
How to Deactivate vs. Delete a Client
How to Bulk Import Clients via CSV/Excel
How to Edit Client Information
How to Manually Add a New Client

Customer Groups & Tags

Searching & Filtering by Groups and Tags
Using Customer Tags for Flexible Labeling
Assigning Customers to Groups
Editing or Deleting an Existing Customer Group
How to Bulk Update Customer Groups & Tags
Best Practices for Tag Naming Conventions
How to Use Groups & Tags in Filters and Reports
How to Tag Customers for Segmentation
How to Create & Manage Customer Groups

Customer Notes

Capturing Meeting Recaps & Insights
Pinning & Organizing Important Notes
Attaching Files & Links within Notes
How to Add a Note to a Customer Record
Formatting Notes & Mentioning Team Members
Best Practices for Customer Notes
Using Notes in Automation
Editing & Deleting Notes

Customer Documents

Integrating with Cloud Storage Services
Bulk Downloading Customer Documents
Sharing Documents with Customers via Portal
Automating Document Workflows for Customer Records
Setting Permissions on Customer Documents
Managing Document Versions for Customers
Organizing Customer Documents with Folders & Tags
How to Upload Documents to a Customer Record

Import/Export Data

Automating Recurring Customer Data Exports
Troubleshooting Common Import & Export Errors
Bulk‑Updating Existing Customers via Import
Automating Scheduled Data Exports
Exporting Customer Data to CSV/Excel
Mapping Fields & Previewing Imports
Bulk Importing Customers via CSV/Excel
Preparing Your Data for Import

Contacts Management

Troubleshooting Common Contact Issues
Link Contacts to Projects and Invoices
Exporting Your Contacts List
Designate a Primary Contact
Filtering, Searching & Paginating the Contacts List
Managing Contact Login Access & Permissions
How to Bulk Import and Export Contacts
How to Edit or Delete an Existing Contact
How to Add a New Contact to a Client

Ticket Support

Viewing, Filtering & Exporting Tickets
Assigning and Managing Ticket Ownership
How to Customize and Embed Your Ticket Form
How to Create a Support Ticket
Automating Ticket Notifications & Workflows
Configuring Ticket Statuses & Priorities
Attaching Files & Screenshots to Tickets
Exporting Tickets and Generating Reports

Customer Permissions

Configuring Read‑Only vs. Read/Write Access
Revoking Portal Access or Specific Permissions
Auditing Permission Changes
Troubleshooting Common Customer Permission Issues
Customizing Permissions for Individual Clients
Configuring Module‑Level Permissions for Customers
Assigning the Customer Role to a User
Understanding Customer Permissions in Laywork

Client Contracts

Send a Contract for E‑Signature Overview
Track Contract Status and Signature Progress
Exporting and Archiving Contracts
Filtering, Searching & Exporting Contracts
Creating & Managing Contract Templates
Editing or Deleting an Existing Contract
Creating a New Client Contract
Introduction to Client Contracts Management