Understanding the Client Profile
On this page, you will find details on:
Make sure you have created a client by following Creating a New Client before reading this page.
Every person you work with in Adviseraide has a client profile. This profile centralises the client’s personal details and summarises all of their cases in one place. The client profile ensures a clear separation between different cases: even if a client has multiple cases, each case is stored in its own case record with its own notes, documents, reminders, invoices and communications. Below is an overview of how the client profile is organised.
Overview Tab
The Overview tab displays editable client Personal Information fields on the left. Here you can enter or update the client’s First Name, Last Name, Email, Phone Number, Date of Birth, Time Zone, Client Number, Business Name, assign users to the client and write a Description. After making changes, click Save Changes to save your updates
Client Cases
On the right side of the Overview tab is a Cases card that lists all cases created for this client
The card shows each case’s Category, Status, Total Invoices.
If a client has more than one case (for example, a student visa application and a visitor visa), they all appear here, clearly separated. To open one of the cases, click the Category or the pencil icon next to it; to start a new case for the same client, click Create Case on the card.
Client Address & Contacts
Scrolling further down reveals two additional sections: Address and Contacts
Use Add Address to record the client’s addresses. Each entry includes fields for address lines, suburb, postcode, effective date and whether the address is primary. To ensure accurate address are captured, google map search is available in the add address screen.
The Contacts section lets you add additional contacts (for example, a family member or assistant) with their own name, phone number, email and type. Click Add Contact to add more contacts
Cases Tab
The Cases tab in the client profile provides a more detailed list of the client’s cases. Each row displays the Case Number, Status, Description, Due Date, Case Category, Assigned To, Total Invoices and Actions
Use the Create Case button in this tab to open a new case for the client. This design means that advisers can quickly see all of a client’s cases at once and ensure that information from one case never gets mixed with another.
Why separate cases?
Clients often have more than one immigration case. Adviseraide recognises this by letting you open multiple cases per client.
Each case has its own profile page with dedicated tabs for overview, documents, notes, reminders, invoices, forms, contracts and emails (see Understanding the Case Profile ).
This logical design keeps data clean: notes or documents from a student visa case are never confused with those from a work permit or citizenship application. Advisers can confidently manage complex client relationships knowing that every case remains isolated and organised.