Help Center
Clients & Portal
How do I add a new client?
"A prospect just signed a retainer. How do I add them?"
From the Clients screen, click New Client, complete the intake form, and save. The client record is created.
You can immediately open a case for the client, or invite them to their portal to complete the detailed intake themselves.
For bulk client creation (e.g. after a migration), use the CSV import at Clients → Import.