{% extends "ui/templates/base/layout.html" %} {% block content %} {% include "modules/consultants/templates/consultants/_consultant_tabs.html" %}

My Managed Clients

Clients maintained by you in the consultant portal. These records do not modify the audit firm client master.

Dashboard {% if can_add_managed_client %} Add Managed Client {% else %} Limit Reached {% endif %}
{% if workspace_summary %}
Managed client usage: {{ workspace_summary.managed_clients_used }} / {{ workspace_summary.managed_clients_limit or 'No limit' }} {% if workspace_summary.managed_clients_remaining is not none %} • Remaining: {{ workspace_summary.managed_clients_remaining }}{% endif %}
{% endif %}
{% for row in rows %} {% else %} {% endfor %}
Client Contact PAN / GSTIN Stage Status Conversion Action
{{ row.client_name }}
{{ row.client_code or '-' }}{% if row.trade_name %} • {{ row.trade_name }}{% endif %}
{{ row.contact_person_name or '-' }}
{{ row.mobile or row.email or '-' }}
{{ row.pan or '-' }}
{{ row.gstin or '-' }}
{{ row.relationship_stage.replace('_', ' ').title() }} {{ row.status.replace('_',' ').title() }} {{ row.conversion_status.replace('_',' ').title() if row.conversion_status else 'Not Requested' }} {% if row.linked_firm_client_id %}
Linked to firm client
{% endif %}
Open
No managed clients found.
{% endblock %}