Managing Clients

Learn how to add, manage, and track your clients effectively.

Adding a New Client

1. Go to Clients in the sidebar
2. Click Add Client
3. Enter:
   • First and last name
   • Email address
   • Phone number (optional)
   • Temporary password (client will use this for first login)
4. Click Create

The client will receive login credentials and can access their portal.

Viewing Client Details

Click on any client to see their full profile:

• Contact Information: Name, email, phone, address
• Family Information: Spouse details, children information
• Estate Planning Status: Existing will/trust status
• Business Information: If applicable
• Active Journeys: Services they're enrolled in
• Documents: Documents assigned to them
• Notes: Internal notes and history

Client Statuses

Status	Meaning
Prospect	Initial inquiry, not yet engaged
Pending Approval	Account created, awaiting activation
Active	Full portal access
Inactive	Account disabled

Starting a Service for a Client

From the client detail page:

1. Click Start New Journey
2. Select the journey template (e.g., "Wyoming Asset Protection Trust")
3. Set priority level if needed
4. Click Start Journey

The client will now see this journey in their portal and can begin working through the steps.

Best Practices

• Keep client notes up to date
• Set appropriate priority levels for journeys
• Follow up promptly on pending documents
• Use the activity feed to track engagement