Clients Workspace

Manage client records through a searchable directory, quick detail sheet, full profile, and enrichment-backed billing context.

The clients workspace is Corinthian’s central account record. It is where the team keeps billing identity, invoice history, ownership, portal access, notes, and enrichment context attached to the same client record before work moves into invoice sending or inbox follow-up.

Clients workspace overview showing the searchable client directory, balance columns, and record selection flow.

What The Clients Workspace Includes

The clients workspace includes:

a searchable Clients directory with archived-state and created-date filters
a shared Create Client and Edit Client sheet for basic record creation
a client import workspace for reviewing imported records before they join the directory
a row-driven detail sheet with quick editing, invoice preview, portal toggle, and enrichment summary
a dedicated full client profile with analytics, activity, invoices, ownership, billing preferences, contacts, portal controls, notes, and full enrichment data
archive and unarchive flows for record retention, plus delete from the list row actions

How the workspace is layered

Corinthian organizes the clients experience as four connected pages instead of one form-heavy screen.

Page	What it is for
Clients list	Find accounts, review balances and invoice counts, and open the next record quickly.
Create/Edit sheet	Capture the foundational identity and contact fields for a record.
Import workspace	Review imported client records before they become part of the active directory.
Detail sheet	Work a client inline from the list without leaving the directory.
Full profile	Go deeper on account ownership, billing preferences, activity, invoices, portal access, and enrichment detail.

List workspace

The Clients page is the directory layer:

search covers name, email, phone, address, website, and notes
filters cover archived state plus created-from and created-to dates
the search bar also supports natural-language filter parsing, so teams can describe the slice they want instead of building every filter manually
each row shows the client name, email, phone, outstanding balance, invoice count, created date, and row actions

The list keeps the selected clientId in the URL query string, so opening and closing the detail sheet is linkable and preserves the working context on the list page.

Create and edit flow

The shared client sheet handles the base create and edit flow.

Create Client opens the sheet in create mode
row-level Edit opens the same sheet in edit mode
the sheet collects name, email, phone, address, website, taxId, and notes
Name is required; email and website are validated when present

The form is intentionally narrow. Corinthian expects deeper account maintenance to happen after creation from the detail sheet or the full profile.

Import workspace

Use the client import workspace when a batch of client records needs review before the team starts billing or follow-up work from those accounts.

Client import workspace showing imported account rows ready for review before they enter the client directory.

Working from the detail sheet

Client detail sheet showing inline contact updates, billing context, notes, and enrichment summary without leaving the list.

Clicking a row opens the detail sheet, which is the fastest way to maintain a client while staying inside the directory.

Overview tab

The default tab is designed for quick day-to-day maintenance:

inline editing for name, email, phone, website, address, taxId, and notes
quick badges for archived status, risk tier, and credit hold
summary stats for revenue, outstanding balance, and invoice count
billing defaults such as currency, payment terms, and reminder tone
portal access toggle
enrichment status plus projected summary fields

Invoices tab

The second tab shows the latest client invoices and a quick path into invoice creation, so teams can move from account review into billing work without backing out of the record.

When to stay in the sheet

Use the detail sheet when you need to:

fix contact information before sending an invoice
check whether the client already has open exposure
review enrichment status quickly
archive or unarchive a record from list context
jump from the directory into invoice work or the full profile

When to open the full profile

What the full profile adds

Compared with the side sheet, the full profile adds:

live financial analytics computed from the client's invoice history
a recent activity timeline
a dedicated invoice table
relationship owner assignment from active organization members
separate contact and billing preference sections
billing and collections contact groups
risk and credit summary fields
full portal controls, including copyable portal URL and token regeneration
a larger enrichment block with expanded detail accordions

This is the right page when the account needs deeper work, not just a quick correction.

Archive, unarchive, and delete

Corinthian distinguishes between hiding a client from active work and removing the record entirely.

Archive keeps the client record but moves it out of the active set when you filter to active clients
Unarchive restores the record to normal list workflows
Delete is the destructive option from the list row action

Use archive when the team may still need invoice history, notes, or enrichment context later. Reserve delete for records that should truly be removed.

How enrichment fits into the client record

The clients workspace is also the primary place to review customer enrichment.

create and update flows in the web app evaluate whether enrichment should run
qualifying runs depend on the client having both a name and a website
enrichment summary fields are visible in both the detail sheet and the full profile
full enrichment detail, source intelligence, and run metadata live on the profile page

The current lifecycle and rules are documented in Client Enrichment.

Recommended operating model

Create the client with the base identity and contact fields first.
Use the list and filters to find the account before you create or chase invoices.
Open the detail sheet for fast corrections and quick exposure review.
Move to the full profile when the record needs owner assignment, portal work, risk review, or deeper invoice analysis.
Review enrichment before first invoice delivery, large renewals, or collections escalation.

What to verify before leaving a client record

billing email, phone, website, and address still point to the right contact path
currency and payment terms match how the client should be invoiced
the relationship owner and billing or collections contacts are current
portal access is enabled or disabled intentionally
enrichment status is understood: succeeded, queued, running, failed, skipped, or not started
archive versus delete reflects whether the team should retain the record

Clients Workspace

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