Overview
This video shows how to create a new client record in OneLaw.
It demonstrates how to check whether the client already exists, create the client party record, enter core details, assign the client team, and add contact information.
In this video, you'll learn
- how to check whether a client already exists before creating a new record
- how to create a new party record for a client
- how to select the appropriate party type
- how to enter required client and contact details
- how to assign a team and client author
- how to add related parties and other client information
- how to save the record and edit it later
Result
After watching this video, you'll be able to create a new client record in OneLaw, add the key details needed to get started, and update the record later as more information becomes available.