- 1
Open the Clients page
Go to Client & Legal → Clients (/case-matter/clients).
Tips- Pick the correct branch in the top selector if your firm has multiple branches
- 2
Click Add Client
Click the 'Add Client' button at the top-right to open the client dialog.
Tips- Search existing clients first to avoid duplicates
- 3
Enter client details
Complete the client form.
What to enter
Field Type Description Example Client Name* text Full name of the client Ramesh Traders Mobile* tel 10-digit mobile number 9876543210 Email email Client email address ramesh@example.com Category select Client category/type Individual / Company GSTIN text GST identification number 22AAAAA0000A1Z5 District select Client district Pune Address textarea Full postal address — Watch out for- Mobile must be a valid 10-digit number
- 4
Save the client
Click Save. A success toast confirms creation and the client appears in the list.
Tips- Clients created here become selectable in Service Orders, Leads and Quotations