Topics
Clients
Adding & editing
How do I add a new client or lead?
Can I assign a new lead or client to a colleague?
How do I record a DVO or traffic (non-criminal) matter?
What do the Case Lookup and Prisoner Search buttons do?
How do I match Case Lookup results to a saved client?
How do I import clients from a CSV file?
How does a firm import decide where clients go?
What is the difference between a Client and a Lead?
Managing your list
How do I search and sort my clients?
How do I archive or restore a client?
How do I choose which court types to monitor for a client?
Client overview
What is the AI Brief on a client's overview?
What is the Case Timeline?
How do I add a milestone to the Case Timeline?
Matters & court dates
A past client is back with a new charge. How do I handle a returning client?
How do I add a court date to a matter?
How do I add a court date, event, or task across several of a person's matters?
How do I link two files as one matter?
How do I link a court date or event to a charge group?
How do I adjourn and reschedule a court date?
How do I record what happened at an appearance?
Collaboration & sharing
How do I share a client with another firm member?
How do I hand a client file over to a colleague?
I support other solicitors. How do I get access to their matters?
What does the group icon next to a client name mean?
How do I see only the clients shared with me?
What happens when I appear in court for another lawyer's client?
Emailing clients
How do I email a client about their court date?
Can I change the wording of the client email templates?
Does Acquit send or store the emails I write to clients?