Locating your clients is simple with ClientSide’s search feature.  All clients are searchable by First and/or Last name.

To search for clients (Client view):

  1. From the Home page, Access the “Clients” view
  2. Locate the search bar (top left, with a magnifying glass icon and a “Search Clients” label)
  3. Begin typing the name of your client
  4. Locate and select your client to see matters associated with the client
  5. Select a client’s matter to see documents associated with the matter

To search for clients (Docket view):

  1. From the Home page, Access the “Docket” view
  2. Locate the search bar (top left, with a magnifying glass icon and a “Search Clients” label)
  3. Begin typing the name of your client.  All documents associated with the client will appear