HOW-TO GUIDE
Add and find clients
Create client records and locate related work.
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In this guide
1. Open Client Management2. Add a new record3. Save and review the list1
Open Client Management
Under Legal Project Management, select “Client Management.” Use search or filters to find a client.
2
Add a new record
Select “Add client.” Name and mobile number are required. The form also offers birth date, gender, identity/residence number, nationality, company, email, and documents. Enter only the data appropriate for the record.
3
Save and review the list
Review the details and select “Save.” The client list includes company, hours, service count, latest request date, and assignment.
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