To manage client inquiries efficiently, our law firm utilizes a visitor directory. This directory allows us to quickly access existing client details. If we receive an inquiry from an existing client, we check their information in the visitor directory first.

To add a new visitor entry, we simply click on the “Add New” button and select “Add Visitor.” Then, we fill in the necessary details and save the entry. A notification is sent, and the details are visible in the case note section of the respective case. This ensures that our caseworkers can track the details accurately and effectively.