Create a New Client

To create a new client:

  • Click the Clients dropdown
  • Click on Clients & Matters (or Clients & Projects)
  • New Client


  • Click the  New Client link
  • Enter the client name in the Client Name field

New Client window

  • Click the Save button such that the new client’s detail form will be launched

Customer Details

  • Enter the required information and click the Save button to save the information

Note: The Opening Date field is showing the current date. The date can be modified by clicking in the field and selecting the desired date from that calendar. The specified date will automatically get displayed in this field.