People > Clients separates the client account from the people who work with that client.
An Account is the client record used to organize the relationship, related cases, pricing, and billing context. A Contact is an individual associated with that account, such as the person requesting work or receiving case communications. One account can have several contacts.
A client organization has two representatives who send assignments. Create one account for the organization and a contact for each representative. When entering a case, select the account and the appropriate contact for that particular matter. This keeps the company's work together while identifying the person responsible for each request.
Account → associated contacts → related cases and invoices. The account provides the client relationship and pricing context. The contact identifies a person. Case and invoice relationships determine what appears in their related-record tabs.
Saving a contact does not create a login or grant case access. An authorized administrator must use System Access to set up client access separately. Employees and vendor investigators belong in Staff rather than client contacts.