> ## Documentation Index
> Fetch the complete documentation index at: https://docs.largence.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Clients

> Create and manage client records and link them to matters.

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

## Create a client

<Steps>
  <Step title="Open Clients">Go to **Clients** in the sidebar.</Step>

  <Step title="Click New client">
    Enter the client name, type (individual or company), and contact details.
  </Step>

  <Step title="Save">Conflict clearance runs automatically when a new client is created.</Step>
</Steps>

## Link a client to a matter

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.

<CardGroup cols={2}>
  <Card title="AML/KYC" icon="shield-check" href="/compliance/aml-kyc">
    Client due diligence and sanctions screening.
  </Card>

  <Card title="Client portal" icon="link" href="/practice-management/client-portal">
    Share documents with clients via portal links.
  </Card>
</CardGroup>