Creating a Client Account

Create the account before adding its contacts or selecting it for new case work.

Add the account

Open People > Clients > Accounts and search for an existing record first.
Choose New Account.
Enter the required account name and add a logo when useful.
Complete the appropriate industry, email, phone, address, city, state, and ZIP Code.
Review Tax ID, Terms, Salesperson, and Notes as applicable.
Choose Create Account and verify the saved details.

Use account-level information

Enter the organization's main contact or billing details in the account. Create individual Contacts for the people who handle particular cases. This avoids duplicating the account every time a different representative requests work.

After saving

Add the associated contacts, review the account's Price List and billing defaults, and select the account in the relevant case or intake workflow. Creating an account does not create a case, invoice, or client login.

You need Add Accounts permission and access to the relevant client-management workflow.