Adding a Client to the Client List

You must add a client the Client list, before you can assign Client Matter pages to that client.

To add a client to the client list:

1. Click Data > Clients,

OR

      Press Ctrl + T on the keyboard.

The client window opens.

2. Click the plus sign  on the Client Toolbar to open a new Client page.

• When the mouse pointer hovers over the plus sign, the message Add new is displayed.

A New Client screen is displayed.

• Enter client name, phone number, and any relevant notes.
• The client will be saved automatically.