How to Create a New Person Client

Before you can start creating a new client, you must first create a new case or a case request using the Create Case button. You can find the button in the following cards, where the functionality is identical:

1. Main Card
2. Client Card
3. User Card

For more information about creating a new case or a case request, click here.

 

In this article, we will create a new person client on the Main Card.

Click the Create Case button.

The following dialog will appear, provide the necessary information required to create a new case or a case request.

Click the Add Client... button.

The following dialog will appear, click on Create new Person/Company Entity...

The following dialog will appear with the company client set as the default entity, click on Person to switch to the person client.

To learn more about creating a company client, click here.

 

The following dialog will appear.

Fill in the following information:

 

1. First and Last Name

This field is mandatory.

Here is where you can enter the first and last name of the new person client.

 

2. Address Type

Here is where you can specify the address type of the new client, the options are as follows:

1. Home 
2. Office
3. Billing

 

3. Address

Here is where you can enter the street address of the new person client.

 

4. Country

Here is where you can specify the default country of the new person client. The default country is the headquarter country specified in the Control Panel, Law-firm Settings.

 

5. Can be used for Billing

Select this option if you want the new address with an address type other than "Billing" to be able to be used as an invoice or a billing address.

 

6. Social Security Number

Here is where you can enter the social security number of the new person client.

 

7. Mobile Phone

Here is where you can enter the mobile phone number of the new person client.

 

8. Work Phone

Here is where you can enter the work phone number of the new person client.

 

9. E-mail

Here is where you can enter the e-mail address of the new person client.

 

After filling in the information, click the Create Entity button.

 

After creating a client, click the Create Case button if you want to create the case directly.

Or click the Create Case Request button to create a case request. Please note that if you choose this option, the client will be considered pending and will not be accepted until the case is accepted.

 

Note:

1. Ensure that you are a User with 'Administrator'-rights set up to be able to create a client directly on the Case Card.