The name is case insensitive, which may lead to duplicate entries being made

[autumn-sonata]

A financial advisor may accidentally create 2 entries of the same client due to the application not being case sensitive:

If not careful, the financial advisor may flood his/her financial advisor planner unknowingly. Perhaps a check to see whether a client with a similar name can be first found within the contact list, and warns the user before adding/editing a new client entry.