In the Navigation pane, select the Records tab.

From the New menu in the toolbar, select Client. Alternatively, right-click anywhere in the List pane, and select New Client.
The New Client dialog opens.

Update the following fields:

• ID: Enter a unique code to identify this client.

• Name: Enter a name for this client.

• Description: Enter a short description of this client.

• Comments: Enter any notes or comments about this client.

• Membership policy: Select the  icon and select the appropriate membership policy for this client. All new workspaces created within this client use this as their default membership policy. Refer to Membership policies.

  To create a custom policy that only applies to this client, select the Assign Custom Membership Policy check box. This policy can't be seen or used for any other client in the system.

  To configure the custom policy, select Edit.

• Responsible attorney: Select the  icon and select the user that has control over this client. You can also type the user's name into the field, and press Ctrl+K to check that you have entered a valid user.

Select OK.