How to access Client, Billing, and other Transaction records on the Goodlawyer Platform.
Where Can I Find Client Records?
To find Client records, simply:
- Click on the “Clients” tab in the top navigation bar.
- Select a Client — their “Client Identification” will be displayed along with identification for other representative of the business (Companies can have multiple representatives or “Seats” on Goodlawyer).
- Click the blue download icon to download a detailed copy of Client identification information, messages, and transactions.
Where Can I Find My Transaction History & Tax Information?
To find transaction and tax records, simply:
- Select "Billing" from the top navigation.
- Download tax breakdown for any date range or transaction receipts from individual invoices.