In the navigation pane, select the Records tab.

On the New menu on the toolbar, select Client. Alternatively, right-click anywhere in the List pane, and select Client.

In the New Client dialog, update the following fields:

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

• Name: Enter a name for the client.

• Description: Enter a short description of the client.

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

• Membership policy: Select  and then select the appropriate membership policy for the client. All new matters created within the client use this as their default membership policy.
  To create a custom policy that applies only to this client, select the Assign Custom Membership Policy check box. This policy can't be seen or used by any other client in the system.
  To configure the custom policy, select Edit.

• Responsible attorney: Select  and then select the user that has control over the client. You can also enter the user's name in this field, and press Ctrl+K to check whether you've entered a valid user.

Select OK.