Create a new client

Creating a new client within our investigation software is a great way of keeping organised profiles. With these few steps, you can have a new client created within seconds.

All of these steps will be starting from the Dashboard.

  1. Go to Clients via the main navigation on the left
  2. Click the Create a New Client button to get started
  3. This will bring you to a webpage with lots of fields, which can be filled out
  4. After filling out all of the required fields click the Create Client button at the bottom

After clicking the create client button, you will now be back to the Clients page where you can see your new client. Now would be a great time to check out the Adding Client Notes tutorial.