The resources you constantly reach for should go into a workspace: client time tracking, your services contract, the client’s CRM record, call-in information for your meetings, and any promised deliverables.
Add background info and documents that your client has shared with you to a workspace, so they're always easy to find.
Successful law firms strike a balance between originating new clients and delivering quality client work. A workspace helps you move seamlessly between both activities. Whether your firm offers legal guidance on contracts and forms, or walks clients through activities like business incorporation and real estate leasing, the work for each project is organized and available right when you need it.