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The Client Record is your workspace for managing all information related to a specific client—including tasks, files, notes, engagements, billing, and more.
You can edit client details, review history, and take action across all connected workflows.
Access to certain tabs depends on your firm’s purchased licenses and the permissions assigned by your admin.
Why it Matters
The Client Record centralizes every interaction and data point for a client, helping firms:
Quickly review client status and history
Access all work associated with that client in one place
Create, update, and manage tasks, files, engagements, billing, and communication efficiently
Table of Contents
Access the Client Record
Click Clients in the global navigation bar.
Select a client to open their Client Record.
If adding a new client, click Create and Manage from the Add Client window to open the record immediately.
Navigate the Client Record Tabs
Each tab displays information and tools tied to the selected client. Tabs vary based on your licenses and permissions.
Home
A quick overview of the client, including general information, contacts, portal invites, and important activity.
Scroll for a snapshot of engagements, files, tasks, and communication history.
Access the Client info slide-out at any time by clicking Client info to the right of the client’s name.
Communication
Displays all emails between your firm and the client.
Notes
Shows all notes added by you or your team.
Files
Contains all files uploaded to the Client Record and any files generated in Canopy and assigned to this client.
Tasks
Lists active and completed tasks connected to the client.
Engagements
Manage all engagements tied to the client—drafts, awaiting acceptance, and active items.
Resolution
Displays all active resolution cases for the client.
Organizers
Shows all active and completed organizers tied to the client.
Transcripts
Displays transcript requests and reports associated with the client.
Billing
Shows invoices, payments, credits, expenses, and statements.
Time
Displays all time entries assigned to the client.
Manage Record Details
Assignees
Lists team members assigned to the client, including assignment by User, Team, or Role.
More Options
Click the 3-dot icon to:
Add to client group
Edit client information
Archive client
Delete client
View Contact Details and Linked Clients
Use this section to understand relationships between contacts and multiple client records (e.g., spouses, business entities).
Manage Contact File Permissions
Control which contacts can access the Files tab in the Client Portal.
From the Home tab, click a contact’s name to open their details modal.
Click Edit.
In the permissions section, toggle Files:
On → grants access to the Files tab
Off → hides the Files tab
Save changes.
Note:
File permissions apply per contact—changing one contact’s access does not affect others linked to the same client.
Summary
The Client Record brings together everything your firm needs to manage a client efficiently—tasks, files, engagements, billing, communication, and more. Use the tabs to navigate quickly, update details, and access the tools needed to support client work across the entire lifecycle.
Need help?
Contact Support or ask Penny, our AI Support Bot, for assistance.