The Primary Client feature is a powerful tool designed to simplify your case management process. Let's dive into what it is and how it can expedite your workflow.
What is the Primary Client?
The Primary Client is the central client associated with your case. In many cases, you might need to add multiple clients within the client module to complete various sections of your case, such as Forms, Invoices, Payments, Supporting Documents, Homework, Priority Dates, and more.
The first client you add to a case is automatically designated as the Primary Client. However, if you have more than one client for a case, you can easily switch the Primary Client by clicking the gray bookmark icon next to the client's name.
Why Set a Primary Client?
Setting a client as the Primary Client comes with several advantages, especially when it comes to assigning homework to clients. Here's how it can benefit you:
From Case#show or Case View All:
Click the plus sign (+) in the Homework module.
Fill in all the necessary details.
Assign the homework to the Primary Client.
Changing the Primary Client from one client to another will also update homework assignments accordingly.
From Procedure Case Modules:
Click the plus sign (+) in the Homework module.
Fill in all the required details.
Assign the homework to the Primary Client.
Creating a case with a procedure that includes homework assignments to the Primary Client will automatically generate the relevant homework for the Primary Client.
From Sequential Procedure, Task-Sync Trigger:
Choose the Task-Sync option.
Click "+ Verify Homework."
Select from the Procedure's Recent (From Procedure Case Modules) or create a New Homework.
In the New Homework option, provide all the necessary details.
Assign the homework to the Primary Client.
Just like before, when you create a case with a procedure that has homework assignments for the Primary Client, it will automatically generate the corresponding homework.
Additionally, it will be clearly displayed on the Sequential Procedure page that the homework added in the sequential procedure is assigned to the Primary Client.
The Primary Client feature streamlines your case management, ensuring that tasks and assignments are efficiently attributed to the most relevant client. This simplifies your workflow, allowing you to work faster and with greater precision.