To add an Individual client in Firm360:
Steps
Navigate to the Clients tab in the left navigation menu.
Click the + Add button.
In the Edit Client window, select Individual from the Entity Type dropdown menu.
Enter the required information indicated by a red asterisk (*). You may also enter additional client details if desired.
Click Save to create the client record.
Notes
Individual Client Names are created from the associated Contact Names.
Required fields must be completed before the client record can be saved.
Additional contact information can be added later from the Contacts tab within the client record.
Once saved, the client will appear in your Clients list and can be used for projects, billing, and document management.
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