PracticeLink 2.5 adds a Documents tab to the client record: contracts, pricing, and pre-matter documents in one place, linked to your DMS.
Every client relationship generates documents that belong to no matter at all. The engagement letter covering a family of filings that don't exist yet. The pricing agreement. The reporting guidelines that changed in April. The correspondence that sets how work gets done across every matter the client has.
Ask the paralegal, the docketing team, and the billing contact where those documents live and you'll get three different answers.
That's the gap PracticeLink 2.5 closes with Client Management.
What is Client Management?
A Documents tab now sits on the client detail view, surfacing the client's general-matter documents: contracts, pricing, and the client-level correspondence stored on a general matter in the DMS. Every document is hyperlinked, so it opens directly in the DMS. One click from the client record to the document itself.
The client picture stops being scattered across inboxes, shared drives, and one person's memory. It's on the client record, next to everything else the firm knows about the client.
Where do documents live before a matter exists?
This is the quiet problem the tab solves. A new engagement means documents arrive before matter numbers do, and urgent work used to stall right there. Something needs processing, and there's no matter to put it on.
Now it has a home: the client's general matter, surfaced right on the client record. The document stays findable, and processing doesn't wait for a matter number to exist.
No more holding a filing hostage to a number that hasn't been created yet.
What can you do from the Documents tab?
Open the document in the DMS, first of all. But the tab isn't just a reading list. Documents connect to client-level Request tasks: a document can trigger a request or attach to one. "Review the updated guidelines" stops being an email somebody hopes gets read. It's a tracked task, tied to the document, on the client record.
What changed in client reporting rules?
Client Management also sharpens how reporting rules are built. Three additions in 2.5:
- Choose which document classes a rule applies to. - Map a document class to an email body template. - Select a category in addition to a class.
Client-specific reporting gets more precise, and the rules travel with the client instead of living in someone's head.
Where can you see it live?
We're walking through PracticeLink 2.5 live, Client Management included. Two sessions, same content, real screens.
Thursday, August 20, 10–11 AM ET. Register for Session 1
Wednesday, August 26, 2–3 PM ET. Register for Session 2
Some of the most important client context lives outside any single matter. Now it lives where you'd look for it.
Rather read first? The full release overview is here: What's new in PracticeLink 2.5.