Help center · Clients & compliance

Add and onboard clients

Create client records manually or share your public onboarding link.

Every compliance item, document, and conversation is tied to a client record.

Dashboard → Clients → Add client to create a record manually.
Share your public link: /onboard/your-tenant-slug for self-service onboarding.
Assign a consultant so they see the client in their workspace.
Add registration number, tax number, and VAT number for better automatic matching.