Welcome to
ClientSpace Help

What's new in this release: Release 98 Notes

  • Replace Fields: Filter by name
  • OSHA 300 and 300A: Locations and Location Totals
  • DocuSign: Fail notification
  • Client Master: Terminate logic moved to Save pipeline
  • Imports: Loss Run imports
  • Case Discussions: Date-time stamp
  • Business Intelligence: Delete from BI Admin
  • Email Integration: Communication Method
  • ClientSpace Help enhancements

See what we did last month: Release 97 Notes