Find any client contact mid-file
You are mid-file and need the bookkeeper's number for a client — not the owner's, the bookkeeper's. The answer lives in a partner's inbox or an old spreadsheet tab, so the file stops while you hunt. Who signs, who sends records and who answers payroll questions is tribal knowledge until it is written down.
Every SpidNums client record holds multiple contacts with designations, so mid-file questions — who signs, who sends the bank records, who answers payroll queries — are answered by opening the client, not by asking around. The record also names the assigned manager and status, and the Internal Team roster shows who else at the firm handles the client.
How firms run it, step by step
Record every contact, not just the main one
Add each person at the client as a contact with a designation — signing officer, bookkeeper, payroll contact — instead of one email address standing in for the whole business.
Client CRM
Name the assigned manager on the record
The record carries an assigned manager, so 'whose client is this' is a field, not a question for the group chat.
Client CRM
Check the roster for firm-side context
The Internal Team roster shows each staff member's clients handled and open tasks, so you can also travel the other direction — from a colleague to everything they cover.
Internal Team
Prune stale contacts at import time
Contacts ride the CSV/XLSX template, so departed people get removed once during the sheet cleanup instead of resurfacing every season.
Client CRM
Client CRM
Internal Team
Related use cases
Features used
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Frequently asked questions
Can a client have more than one contact in SpidNums?
Yes. Client records hold multiple contacts, each with a designation — signing officer, bookkeeper, payroll contact — so staff see at a glance who to call for which question rather than emailing the one address everyone has always used.
How do I see who at the firm handles a client?
Two places. The client record names its assigned manager, and the Internal Team roster shows each staff member's clients handled and open tasks — so you can go from client to owner, or from a staff member to their whole book.
See this workflow with your own client list in it.
A tailored demo walks the exact steps above with your services and deadlines.