Skip to main content
The client directory holds every party your firm represents. Client records link to matters, AML screenings, and portal deliveries.

​
Create a client

1

Open Clients

Go to Clients in the sidebar.
2

Click New client

Enter the client name, type (individual or company), and contact details.
3

Save

Conflict clearance runs automatically when a new client is created.
When creating or editing a matter, search for an existing client or create a new record inline. A client can be linked to multiple matters.

​
Client profile

The client profile shows linked matters, AML/KYC screening history, NG Verify results, and portal activity. Org Admins and Partners can edit client records. Paralegals cannot manage clients independently.

​
Company clients

For Nigerian company clients, run NG Verify from the client profile or Compliance module to check CAC, FIRS, and SCUML status in one search.

AML/KYC

Client due diligence and sanctions screening.

Client portal

Share documents with clients via portal links.