@extends('layouts.portal') @section('title', 'Client Tracking') @section('page_title', 'Client Tracking') @section('page_subtitle', 'Monitor client onboarding, wills, trusts, and estate management') @section('sidebar') @include('admin.partials.sidebar', ['active' => 'client-tracking']) @endsection @section('content')

Client Tracking

Monitor client onboarding, wills, trusts, and estate management

New Client
@forelse($clients as $client)

{{ $client->name }}

{{ ucfirst($client->status) }}

{{ $client->email }}

IC: {{ $client->ic_number ?? 'N/A' }}

{{ $client->wills->count() }}
Wills
{{ $client->trusts->count() }}
Trusts
{{ $client->appointments->count() }}
Appointments
{{ $client->estates->count() }}
Estates
@if($client->wills()->where('status', 'stored')->count() > 0) Wills Complete @endif @if($client->trusts()->where('status', 'approved')->count() > 0) Trusts Approved @endif @if($client->payments()->where('status', 'completed')->count() > 0) Paid @endif
View Details
Registered: {{ $client->created_at->format('d M Y') }} @if($client->referredBy) Referred by: {{ $client->referredBy->name }} @endif
@empty

No clients found

Create First Client
@endforelse
{{ $clients->links() }}
@endsection