Client Group appears in the following places in the Aiwyn Firm Portal.
| Location | Use | Prerequisites |
|---|---|---|
| Clients | Client Group is shown as a column and can be used to sort and filter the clients list. | All firms |
| Projects | Unbilled projects can be viewed and grouped by Client Group. | Aiwyn Practice |
| Engagements (when creating new Engagement Letter) | A single engagement letter can be prepared to include all Clients within a Client Group. | Aiwyn Engagements |
| WIP | Projects with WIP can be viewed and grouped by Client Group. | Aiwyn Practice |
Key concepts
- A Client can only be a member of a single Client Group.
- There are no limits to the number of Clients that can be assigned to a Client Group.
- Client Groups and the Clients within them are determined and managed within your practice management system and this is mapped during your initial system implementation.
- If your firm is on Aiwyn Practice, Client Groups are managed within Aiwyn.