Client Creation

The Client Creation function allows you to add a new client to either an existing or a new case in webADMIN.

To access the client creation function:

1.      Enter the case number into the Case # field in the Client Search section of the Client / Transaction Search page, and click the Search button.

2.      In the Case / Client List page that displays, click the desired Case # link. The Case Information - Client Tab page displays client information for the selected case.

You can perform the following tasks:

·          Add Client

·          Adding a Client to an Existing Case

·          Adding a Client to a New Case