> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://danalix.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Joint Client

# About Joint Client

When you create a new Client, you can add a Joint Client as well. In addition, you can add as many Joint Clients to a Client’s profile. 

A Joint Client can be created as an Individual or a Corporation.

# Who can use the add joint client feature

•	All users who have access to Danalix application. 
•	Joint Client feature is available with all Danalix subscription plans.

# How to Add a joint client

After you create a new Client, you can ** “Add a Joint Client” by going to:**

**Step 1 -** Clients & Matters sidebar menu 

**Step 2**- Clients tab 

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

**Step 4** - Actions menu 

**Step 5** - Add Joint Client 

![](https://storage.crisp.chat/users/helpdesk/website/96ac27c8a584d000/image_1scdb2k.png)

**Step 6** - From the pop-up screen, click “Create New Joint Client” 

![](https://storage.crisp.chat/users/helpdesk/website/96ac27c8a584d000/image_akj0qf.png)

**Step 7** - From the “Add Joint Client” screen displayed next, complete all the required form fields and click save.


![](https://storage.crisp.chat/users/helpdesk/website/96ac27c8a584d000/image_qaeqvw.png)

# How to Delete a joint client

Unfortunately at this time you are not able to delete a joint client.

# How to View a Joint client information

**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

**Step 4 **- Client Actions menu 

**Step 5** - View Joint Client

![](https://storage.crisp.chat/users/helpdesk/website/96ac27c8a584d000/image_xqqk12.png)

**Step 6** – From the Joint Client list provided, find the joint client you want to edit

**Step 7** – Joint Client Action menu

**Step 8 **- Edit

![](https://storage.crisp.chat/users/helpdesk/website/96ac27c8a584d000/image_1crxuso.png)

# How to Edit a joint client information

**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

**Step 4** - Client Actions menu 

**Step 5** - View Joint Client

![](https://storage.crisp.chat/users/helpdesk/website/96ac27c8a584d000/image_m6lu9o.png)

**Step 6** – From the Joint Client list provided, find the joint client you want to edit

**Step 7** – Joint Client Action menu

**Step 8** – Edit

![](https://storage.crisp.chat/users/helpdesk/website/96ac27c8a584d000/image_1v77s7g.png)

**Step 9** – “From the “Update Joint Client Information” screen, make your changes and click “update.”

![](https://storage.crisp.chat/users/helpdesk/website/96ac27c8a584d000/image_kvp5ar.png)