Centralized Client Records, Communication & Access Control
The Client Management system in IntelServe is designed to help legal service providers, process servers, and investigation agencies manage client information efficiently while maintaining transparency and security.
From onboarding new clients to managing contacts, messaging, imports, exports, and client logins, IntelServe ensures every client interaction is organized, traceable, and tied directly to case activity.
Centralized Client Records, Communication & Access Control
IntelServe allows Admins and Case Managers to add clients through a structured client creation process. Each client profile acts as a central record where all associated cases, contacts, documents, and communications are stored.
By attaching contacts directly to a client profile, IntelServe ensures that communication remains organized and accessible. This is especially useful when multiple stakeholders are involved in the same client account.
Admins, team members, and clients can communicate within the platform without relying on external emails or messaging tools. All messages are stored as part of the case record, creating a complete communication history
For teams migrating from another system or managing a large client base, IntelServe supports bulk client imports using CSV files.
Client records can be uploaded in one operation, saving time and minimizing manual data entry. This feature ensures a smooth transition into the platform and helps teams get operational quickly.
IntelServe provides flexible client export options, allowing teams to access their data whenever needed for reporting, audits, or internal analysis.
Both export options ensure that client data remains accessible and portable while maintaining data ownership.
The default export generates a standard client data file containing core client information in a structured format.
Custom exports allow teams to select specific client fields and data points, giving greater control over how client information is extracted and used.
IntelServe offers secure client login access, allowing clients to view their cases directly within the platform. Clients can log in to :
View case status and progress
Download case-related documents
Review updates and messages
Access is controlled through role-based permissions, ensuring clients see only the information relevant to them while protecting internal workflows and sensitive operational data.
Client Management in IntelServe is designed to strengthen transparency, improve communication, and simplify data handling. By combining structured client profiles, case-linked messaging, bulk import and export tools, and secure client access, IntelServe enables agencies to deliver a professional, organized experience to every client.
IntelServe helps you build stronger client relationships by keeping information accurate, communication centralized, and access secure.