Managing Clients
The client list is where you add new client engagements, filter by status, and drill into individual client dashboards and artifact pages.
Table of contents
Before you start
Before you start
- Your account must be approved and the Clients module must be enabled.
Step-by-step walkthrough
- Navigate to /portal/clients. -> The client list loads showing all active clients and prospects.
- Use the filter tabs to switch between Active, Prospect, and Completed. -> The list refreshes to show only records matching the selected status.
- Click Add Prospect to open the new client modal and fill in the required fields. -> The new prospect record appears in the list after saving.
- Click a client card to open the client dashboard. -> The dashboard opens showing all tabs available for that client's configuration.
- Use the search bar to find a specific client by name. -> The list filters in real time as you type.
Common issues
Client list is empty
No clients have been created yet. Use the Add Prospect button to create the first client record.
A paid-feature gate appears when adding a client
Your account has reached the client limit for your current tier. Contact your administrator to request an upgrade.
The Add Prospect button is missing
The Clients module may not be enabled for your account. Check your feature access on the Profile page or contact your administrator.
Tips
Use status filters to stay organized
Keep the Prospect filter active when doing outreach and switch to Active when managing ongoing client work. This prevents prospect clutter from obscuring active engagements.
Open client dashboard before starting work
Always open the client dashboard before doing Audit Prep or file uploads to ensure all work is associated with the correct client record.
What to do next
Upload evidence
After creating a client, open the client dashboard and use the Files tab to upload their quality documents before running audit prep.
Run audit prep
After uploading files, open the Audit Prep tab to score clause readiness and generate grounded gap analysis.