To add a business client in Firm360:
Navigate to the Clients tab in the left navigation menu.
Click the + Add button.
In the Add Client window, select Business as the Entity Type.
Enter the required information indicated by a red asterisk (*).
(Optional) Update the Client Number if needed by clicking the Edit link.
Add the Primary Contact for the business:
Select Add New Contact to create a new contact, or
Select Existing Contact if the contact already exists in your database.
Click Save to create the client record.
Additional Notes
The Client Number can include letters, numbers, hyphens, or periods.
Additional contacts can be added later from the Contacts tab within the client record.
Once created, the client will appear in your Clients list and can be used for projects, billing, and document management.