Adding Your First Client
Step 1: Navigate to Clients
Click "Clients" in the main navigation sidebar. You will see an empty client list if this is a new account.
Step 2: Create a New Client
Click the "Add Client" button. Fill in the client's details including name, email address, phone number, and address. For corporate clients, add the company name and registration number.
Step 3: Add Client Contacts
Each client can have multiple contacts — for example, a company client might have a primary contact, a finance contact, and a legal contact. Add contacts from the client detail page.
Step 4: Enable Portal Access
If you want your client to access the client portal, toggle on portal access for their primary contact. They will receive an email invitation to set up their portal login.
Tips
- Use the notes field to record important context about the client relationship.
- Tags help you categorise clients by practice area, referral source, or priority level.
- You can import clients in bulk from a CSV file via the settings page.