Firm OS & Practice Operations
Firm Client Directory, KYC & Health Scoring
Master client database: corporate entities, HNIs, retainers, KYC documentation, billing health scores, group company entity structures, and active matter portfolios.
8 min read•Firm OS Enterprise•Updated October 2026
1.Access the Master Client Directory
Click 'Client Directory' under PEOPLE & ORG in the sidebar.
Controls:+ Add New ClientClient Search BarClient Health Badge
- Why it is there: Centralizes all client records, corporate group linkages, and institutional compliance dossiers.
- How it helps: Provides instant visibility into client health scores, payment reliability, active matters, and primary points of contact.
- Displays: Client Name, Entity Type (Pvt Ltd, LLP, HNI), Retainer Status, Unbilled WIP, and Realized Fees.
Chamber Authentication Required
Step 1 is shown above as a preview. All remaining procedural steps, litigation blueprints, and interactive controls require an active chamber or firm login.
Frequently Asked Questions
- Who in the firm can perform actions in Firm Client Directory, KYC & Health Scoring?
- Managing Partners, Equity Partners, and authorized administrators have full write permissions according to the firm's RBAC matrix.
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