> ## Documentation Index > Fetch the complete documentation index at: https://docs.valaclaims.com/llms.txt > Use this file to discover all available pages before exploring further. # Client record overview > Use one Client record as the central workspace for a veteran's claim-preparation work. ## Overview A Client record is the central workspace for one veteran. It keeps the Client's information, records, communications, and claim-preparation work in context. The record opens on **Dashboard** by default. ## Choose the right tab * **Dashboard** gives you a configurable operational view of client-specific work. * **Claims** shows claims scoped to the Client. The same Claim records are also available from the global **Claims** workspace. * **Details** contains Client information, organization-defined fields, notes, and related context. * **Forms** prepares, reviews, and tracks forms and vSign work. * **Documents** stores and organizes Client records and supporting material. * **Messages** is the secure conversation with the Client. * **Conditions** is a Beta, Client-level surface available only when AI is enabled for the organization. * **Tasks** shows Client-specific follow-up work. Tasks also have a global workspace. * **Relationships** links the reusable Contacts involved with the Client. * **Calendar** shows Client-specific events. Calendar also has a global workspace. * **Activity** is the Client-specific operational feed. ## Work in a Client record Open an existing Client from Contacts, or add a Client after checking for duplicates. Review the current work, then open the tab that matches your next action. When a widget, task, activity, or summary needs attention, open the related record before acting. Confirm Client information, source records, and generated or suggested content through your organization's review process. ## Best practices * Keep one clear Client record for each veteran. * Use the global Claims, Tasks, and Calendar workspaces for cross-client work; use their Client tabs when the work is specific to one Client. * Keep Client data and documents in the correct record before starting downstream work. ## Related pages Configure the client-specific operational view. Maintain Client information. Link the Contacts involved with the Client. Review the Client-specific operational feed.