Client Directory
Hierarchical Client, Project & Matter Management
Keep your entire portfolio organized. Structure engagements by Client → Project (or Case Matter) → Task, assign default client rates, and generate unified client billing records.
Organize Clients FreeCore Functional Capabilities
Engineered for precision, speed, and governance.
Three-Tier Work Breakdown
Maintain perfect organizational clarity with Client (Account) → Project (Contract/Matter) → Task (Activity) structure.
Client-Specific Hourly Rates
Override workspace baseline rates with negotiated client rates that automatically apply to all child projects.
Centralized Client History
Inspect all historical time entries, active projects, team members assigned, and generated invoices per client.
Architectural Implementation: Implemented in ClientsTagsView.jsx and backed by ClientsController.cs and ProjectsController.cs.
Frequently Asked Questions
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