Client identity and contact details
Keep the person or company profile separate from any single case file
- Phone and contact details
- Address and identifying data
- Important relationship notes
Siyaq Solutions
Client management software
Siyaq organizes the firm relationship with each client: contact details, related cases, documents, powers of attorney, and relationship notes
Problem this solves
- Contact details and notes scattered across the team
- Each case treated as an isolated relationship
- Client documents and powers of attorney hard to find
What changes
- Independent record for every client
- All client cases visible in one place
- Organized client documents and powers of attorney
All client cases in one place
A client may have civil, criminal, labor, or collection matters. Seeing them together prevents treating each case as an isolated relationship
- Current and past cases
- Status of each case
- Direct access to case files
Client documents and powers of attorney
Some documents belong to the client, not one case: ID, commercial register, powers of attorney, or company documents
- Client-level documents
- Powers of attorney
- Less repeated document requests
Context before communication
Before contacting a client, the team can see active files, notes, and sensitive context
- Full client context
- Fewer repeated internal questions
- Permission-based client data access
Frequently asked questions
Is the client page just a tab inside the case?
No. A client is an independent record that can have several cases, documents, and powers of attorney. A case page represents one legal file
Can I store client documents?
Yes. Client-level documents can be organized separately from case-specific documents