Add New Client

Client Identity

Basic information to identify the client in the system.

Upload Logo

Max 2MB, PNG or JPG

Client Name *

Industry

Client Type

Corporate Company or Entity

Individual Personal Client

Group Multiple Parties

Primary contact details for communication.

Primary Contact Name

Job Title

Email Address *

Phone Number

Website

Physical location and billing preferences.

Billing same as physical

Street Address

City

State / Province

Postal Code

Internal notes and team assignment.

Assign Lead Attorney

Internal Notes