Finding a Client

When you need to find an existing client you can search in a number of ways:

• Client's name
• Client's date of birth
• As a Matter Reference

To search for a client;

1. Access the Client Manager via the Activities menu in the top left of Arken Professional and you will be presented with the following screen.

2. Depending on the information you have on hand you can enter your client's name, date of birth or matter reference into the Search box.

3. Just click the 'Search' button.

4. If the filters relate to any clients you will be presented with the search results.

From here you can click on the client's entry in the search results to be taken to their profile.