Create & Manage Clients

The client profile is the source of truth for forms, cases, and reporting. Create a profile before starting a case and update it as details change.

When to complete this task

Before creating a case; any time client info changes.

Basic steps

• Create → Clients/Contacts → Individual or Business → Save
• Upload documents in the client profile
• Add reminders
• Enable client portal access if needed

Step-by-step instructions

Step 1: Click Create → Clients/Contacts

• Hover over the + button --> Top-Left Toolbar in eimmigration portal
• Click create Client/Contact

Step 2: Choose Individual or Business

Step 3: Enter client details and click Save

Step 4: To upload documents: Client Profile → Documents → Add Document → upload → Save

• Search for or select the client you want to work with
• Select Documents from the righthand rail 
• Select Add Document
• Fill out pertinent info
• Click Save or Save and Close 

Step 5: To enable portal access: Client Profile → Client Access → create credentials → set permissions (documents, invoices, messages, reports)

• Navigate back to the specific client's profile
• Select Client-Access from the righthand rail
• Enter credential details for the client --> Click Create
• Set permissions via Client-Access Details which will populate after the previous step

Video walkthrough

Helpful hints

• Keep data accurate—forms auto-fill from the profile
• Avoid duplicates by searching before creating a new profile