Managing Your Client List

Client Management

The Clients section provides an overview of all clients who have been invited to or registered through your portal.

Viewing Your Client List

Navigate to Clients to see:

• All invited and registered clients
• Their current case status
• When they were added

Client Statuses

• Invited - Invitation sent, awaiting registration
• Active - Registered and working on intake
• Submitted - Case submitted for your review
• Completed - Case approved and documents generated

Searching and Filtering

Use the search bar to find clients by:

• Name
• Email
• Citation number

Client Details

Click on a client to view:

• All cases associated with that client
• Invitation history
• Case status and timeline

Privacy and Data

Client data is scoped to your firm. Other firms using DriversConfidence cannot see your clients or their information.