ShieldForge
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    Client Management Guide

    For law firms managing multiple clients and cases

    Adding New Clients
    Create client profiles and initiate cases

    To add a new client to your ShieldForge dashboard:

    1. Navigate to the Clients page from the sidebar
    2. Click the "Add Client" button
    3. Enter basic client information (name, email, phone, address)
    4. Select the client's primary jurisdiction/state
    5. Add any initial notes or case details
    6. Save the client profile

    Once created, you can send the client a secure link to complete their intake questionnaire.

    Managing Client Information
    View and update client profiles

    Each client profile includes comprehensive information management:

    • Contact Info:Name, email, phone, physical address
    • Jurisdiction:State of residence for legal compliance
    • Case Status:Active, pending, or completed cases
    • Documents:All generated documents linked to client
    • Notes:Internal notes and communication history
    Case Management
    Track and organize client cases

    ShieldForge organizes client work into cases, each representing a distinct estate planning engagement:

    Creating Cases

    From a client profile, create new cases for different estate planning projects (initial plan, trust amendment, LLC formation, etc.)

    Case Workflow

    Track cases through stages: Intake → Questionnaire → Recommendations → Documents → Execution → Completed

    Document Association

    All documents generated for a case are automatically linked and organized under that case

    Finding Clients & Cases
    Search and filter capabilities

    Quickly locate clients and cases using the search and filter tools:

    • Search Bar:Search by client name, email, or case number
    • Status Filter:Filter by active, pending, or completed
    • Date Range:Find clients by creation or last updated date
    • Jurisdiction:Filter by state for jurisdiction-specific work
    Client Questionnaires
    Sending and tracking intake questionnaires

    ShieldForge provides branded questionnaires for efficient client intake:

    1. From a client's case page, click "Send Questionnaire"
    2. Choose from standard templates or create custom questionnaires
    3. Client receives a secure link via email
    4. Track questionnaire completion status in real-time
    5. Review responses and approve for document generation

    Pro Tip: Use the branching logic feature to create questionnaires that adapt based on client responses, reducing unnecessary questions and improving completion rates.

    Best Practices
    Tips for efficient client management
    • •
      Regular Updates: Keep client profiles current with contact information and case status changes
    • •
      Clear Notes: Document all client communications and decisions in case notes
    • •
      Organized Cases: Create separate cases for distinct projects even for the same client
    • •
      Audit Trail: Use the audit log to track all changes and actions on client accounts
    • •
      Security: Ensure all team members have appropriate access levels for client data

    Need More Help?

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