Create and Manage a Client

Add a Client

1. Open Clients from the sidebar and choose the option to add a client.
2. Enter the client details and contact information. Complete the fields marked with a red asterisk.
3. Save the client and review the details before creating an engagement.

Keep Records Current

Open a client record to review its contacts and engagements. Keep the primary contact current so your team knows who to approach for evidence and follow-up.

Client records and portal access are separate. A contact listed on a client record does not automatically receive permission to log in.

Give the Client Portal Access

1. Open the client and find Client Portal Access.
2. Choose Invite to Portal. Pick a main contact or enter their name and email, then choose Portal Admin (sees every request and action) or Portal Member (sees only what is assigned to them).
3. Send the invitation. If email is not set up, copy the invitation link and send it yourself. The link works only for that email and expires in 7 days.
4. They create an account, verify their email and open the portal. You are notified when they join. Use Remove to end their access at any time.