Creating a Client

Add new clients to your firm in seconds.

Steps

Click the + New Client button in the top right of the Clients page. Fill in the form:

• Type — Individual or Organization
• Name — Full name (individual) or company name (organization)
• Email — Client's email address
• Phone — Phone number
• Address — Street, city, and country
• Notes — Any additional information about the client
• Office — Which office manages this client

Click Save. The client appears immediately in your client list and is available for linking to matters.