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A client's folder holds everything you have asked of that person and everything they sent, and from it you can ask again, record what they ask of you, end the relationship and give them a copy.

Open Clients to see every person your firm has asked for documents. A person appears there as soon as you add them to a request. The four cards at the top, All, All received, Part received and Nothing yet, filter the list. The search box finds a person by name, email or phone. The list holds your 200 most recently active people, and the search box looks only within them. To reach anyone else, search from Home. Mine shows the people on requests you created, and Everyone shows all of them.

Choosing a person opens their folder. These pages follow what you do from there.

  1. 1 Read what is in a client's folder: each request with its documents, answers and consent, and the actions beside them.
  2. 2 Start a new request from the folder when you need something more from the same person.
  3. 3 Record a request the person made to you by phone or email, so it goes on your Rights page with its 90-day clock.
  4. 4 Mark the relationship as ended when a client leaves, so the documents kept while they were a client get their deletion date.
  5. 5 If the same person appears under two folders, see how to fix it.
  6. 6 Check who can see your client list and who can see your clients' documents.
  7. 7 Download the whole client list as a file, or give one client a copy of what you hold on them.
  8. 8 Erase everything you hold on a person when they ask you to delete it all.
For example

Amaltas Deshmukh & Co sends Anita Deshpande a request on 1 July 2027 that keeps her documents as long as she is a client. She uploads them the same day. Her folder shows one request and Nothing queued under Next deletion. That day she phones and asks for a copy. An admin records it with Record a request from them, and it goes on the Rights page with an answer-by date of 29 September 2027. The admin also chooses Export their data and Download everything to hand her the copy. On 1 July 2029 Anita stops being a client. The admin chooses Relationship ended and enters that day, and her documents are deleted on the next nightly run.