Managing clients

Created by John Rea, Modified on Tue, 26 Jul 2022 at 08:43 AM by John Rea

This article will cover how to create and archive clients from the Firm dashboard.


Adding new clients

1. Navigate to the Firm Dashboard page using the side navigation icon.


2. Click the +New Company button in the top right.


3. Enter the common and legal name for your client and click Create Company.



Archiving clients

1. Navigate to the Firm Dashboard page using the side navigation icon.



2. On the row corresponding to the client you want archive, click the three dots on the right side of the row and then click Archive.



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