Clients
Manage client information, profiles, and documents in one centralized location.
How to Add a New Client
Register and onboard a new client into the OctoGenie platform
Adding a New Client
Follow these steps to create a new client profile
Go to Clients Section
Log in to your OctoGenie account. From the left-hand menu, click on Clients. The Clients page will open.
Click on Add New Client
Click the + Add New Client button at the top right corner. The Client Creation Form will open under the Personal Details tab.
Select Client Type
Choose the Client Type: Individual or Corporate.
Enter Personal Details
Fill in all mandatory fields marked with (*):
Pro Tip
- Salutation – Select from the dropdown (Mr, Ms, etc.)
- First Name
- Last Name
- Email ID
- Phone Number
- Alternate Phone Number (if available)
- Domicile & Nationality
- Occupation
- Gender
Click on Next Button
Click the Next button at the bottom right. The system will move to the next section (Addresses / KYC / Documents, etc.).
Complete Additional Tabs
You may continue filling: Address, KYC Validation, Documents, Client Onboarding, Internal Notes, Financial Records.
Client Record Created
Once the required details are updated, click on the 'Create Client' button at the bottom right. The client will be successfully created and will appear in the Clients List.
Expected Outcome
The client can now be linked to matters, assigned to cases, and used for billing and tracking.
You're all set!
The client can now be linked to matters, assigned to cases, and used for billing and tracking.
How to Edit Client Details
Update existing client information
Editing Client Details
Modify client details in the OctoGenie platform
Go to Clients Section
Go to the Clients section from the main menu.
Select Client
Go to the specific client you want to edit.
View Client Details
Click on View details to open the client details.
Click Edit Button
Click the Edit button to enable editing mode.
Update Details
Update the required details and save the changes.
Expected Outcome
Client details are successfully updated and saved.
Uploading Client Documents
Add documents to an existing client profile
Uploading Client Documents
Upload and manage client-related documents
Navigate to Clients Section
Navigate to the Clients section from the left-side menu.
Select Client
Select the client for whom documents need to be uploaded.
Click on Documents Tab
Click on the Documents tab to access the document upload section.
Upload Document
Under Document Upload, click Upload a file or drag and drop the document into the upload area.
Choose Document
Choose the required document from your system.
Verify Upload
Verify that the file is successfully uploaded.
Complete Process
Click Next to proceed to the next step or Save to complete.
Pro Tip
- Uploading documents is optional.
- Multiple documents can be uploaded one by one.
- Uploaded documents will be available under the client's Documents tab for future reference.
Expected Outcome
Documents are successfully uploaded and linked to the client profile.