About Clients

The “Client” function is the first step in creating a file for a new Client. This feature allows you to enter all the personal information for that client.

You can create (add) a Client as an: “Individual” or “Organization.”

Who can use the Add new client feature

Anyone who has access and entitlement rights to Danalix.

How to Create/Add a new client

To create a new client, go to:

Step 1 - Clients & Matters sidebar menu

Step 2 - Create New Client button

Step 3 - On the “Add Client” screen, complete the required form fields and click save.

Although it is not mandatory at this stage, it is recommended that you “Conduct Client Identification” using the “Conduct Client Identification” button on the screen.

Helpful Tips: You will have to conduct a client identification before you are able to perform a Client Verification, which is required after you create a new client.

About client identification

Client identification allows you to add additional and detailed information about the client. There are two types of client identification forms provided to collect information for both individual and organization clients: Summary Client Identification Form and Advance Client Identification Form.

Noteworthy: It is mandatory that you at least complete the Summary Client Identification form.

Summary Client Identification Form

a. Where the client is an individual, it provides the ability to make changes to the following information: home address, business address, contact information, and whether the client is acting for or representing a third party.

b. Where the client is an organization, it provides the ability to make changes to the following information: company’s general information, business address, contact information, individuals authorized to give instructions, and whether the client is acting for or representing a third party.

Advanced Client Identification Form

a. Where the client is an individual, it provides the ability to add additional information such aliases, date of birth, place of birth, occupation, home address, alternative mailing address, historical addresses, business address, current and historical contact information, preferred language of communication, self-identification information, criminality-related information, education, and health.

b. Where the client is an organization, it provides the ability to add additional information such as historical contact information; alternative address; preferred language of communication; related persons for the organization client such as Directors, Shareholders; persons to view such as Directors, Shareholders; and references.

How to Conduct a client identification

Option 1

On the add client screen, once all the client information is added, click on the “Conduct Client Identification” button, which is optional at this stage.




Option 2

On the add client screen, once you’ve entered all the client’s information and click “save”, you are prompted to conduct a client identification, which is optional at this stage.




Option 3

Got to:

Clients & Matters sidebar menu > Clients tab > locate the new client > Actions menu for that Client > identification

What happens when a new client is added

The Client receives an email to register for Danalix Client Module

If you have checked “Enable Client Module” when creating a new client, this will trigger an email to be sent to the client requesting the client to register with Danalix Client Module.







You will receive a “client added” Notification

When a new client is created, a notification is sent to the Notification Centre.



You can Perform Client-related Actions

After creating a new client, you can perform various actions on the client as follow:
View Client Information
Upload Documents
Add Joint Client
Create Matter
Identification (Conduct Client Identification)
Verification (Client Identification)
Add Notes & Messages
Email Notifications
Delete Client

To perform any of the available actions, go to:

Step 1 - Clients & Matters sidebar menu

Step 2- Clients tab

Step 3 - Search the Client’s Name if it is not immediately viewable

Step 4 - Actions menu




The new client is added to the Client Summary screen

This feature allows you to view a list all your Clients and their associated information such as: Reference number, Client Name, Active status, Total Billings, Client Type, Client creation date and Actions you can performed for each client record.

How to View Client information

Go to:

Clients & Matters sidebar menu > Clients tab > Find the Client’s Name > Actions menu > View Client.

Note: If the Client Name is not viewable on the present screen, use the “Search” feature to find the Client and follow the instructions aforementioned.

How to Edit Client information

Go to:

Clients & Matters sidebar menu > Clients tab > Find the Client’s Name > Actions menu > View Client > on the Client Information screen, click Edit > make the necessary changes and click update.

Noteworthy: If the Client Name is not viewable on Client Summary screen, use the “Search” feature to find the Client and follow the instructions aforementioned.

How to Delete a client

To delete a client go to:

Step 1 - Clients & Matters sidebar menu
Step 2- Clients tab
Step 3 - Find the Client’s Name if it is not immediately viewable on the Client Summary screen
Step 4 - Actions menu
Step 5 – Select Delete

How to make a client inactive

At this time, the feature is not available to make a Client inactive. However, you can delete a client. See the section on how to delete a client.

Updated on: 09/02/2023