Client Responsible

Client Responsible

Client Responsible describes the designated individual within the matter team who acts as the primary point of contact and advocate for the client’s interests throughout the matter lifecycle. This role encompasses responsibilities such as facilitating communication, gathering and managing client requirements, addressing feedback and concerns, ensuring deliverables meet quality standards, and nurturing positive client relationships. The Client Responsible plays a crucial role in aligning project outcomes with client expectations and fostering long-term satisfaction and collaboration.

Client Responsible

  • Choose the 🔎 icon, enter Customers and open the page. Open a Customer Card.
  • Select Client Responsible in the General fasttab. The Client Responsible Name will automatically be filled in, upon selection.
  • The Client Responsible Name will also be shown on Matter Card, for matters related to that client.