⚠️ This field had a previous value. Please verify the update is correct.
Verification & documents
Tracking status
Additional controls
Hotel booking completed
GDPR Exempt (do not delete docs)
Document checklist
Edit the checklist for this client. Changes are reflected on the client dashboard and can be emailed.
Employment status
Employment type
Upload to Drive
Upload files directly to the client's Drive folder.
Folder
Task checklist for this client
All tasks — tick to mark done. Red = overdue, amber = due today.
Required fields
Title
Quick actions
Invoice preview
👨👩👧 Group invoice (all members)
Preview opens in new tab — use Print → Save PDF. Save buttons store in client's Drive. Email buttons generate the PDF, save it, and send it to the client as an attachment. Group options appear only when the client has a Group ID.
AI summary
Generate a one-paragraph briefing of this client's case using Gemini AI.
Resend emails
"Send Drive folder link" lets the client view/print their documents now — for cases where some documents are still pending.
Send updated client PDF
If you've corrected any client details in the Clients sheet, click below to generate and email a fresh PDF of their updated information.
PDF will also be saved to client's Drive folder.
Upgrade to Premium
Upgrade this client from Basic to Premium. Will recalculate fee, fire missing tasks (form filling, insurance) and email the client.
Adds: form filling, cover letter, insurance, hotel booking.
✓
Task
Client
Type
Due in
Priority
Status
Comment
Loading reports...
NotificationsAll recent activity
Staff ManagementEdit the Staff tab in Google Sheets to add or remove access
