This article will cover how to create and archive clients from the Firm dashboard.
Adding new clients
Click the Client dropdown menu on the left side of the page and select +Add new client.
Enter the common and legal name for your client and click Create Client.
Archiving clients
Navigate to the Firm Dashboard page using Home button on the left side of the screen.
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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