Click on the "Add Client" button in the top toolbar.

Hover over the "+" icon in the lower right of the screen, then choose "Add client".

Type in the First and Last Name, along with the client's Date of Birth. MLC will cross-check the database for any clients who already match this data.

If MLC finds an existing client whose details match what you've entered, it will alert you. Perhaps this client has already been recorded.

This will create the client record and take you to the next step.

Here you can enter full details for the new client. Fields marked with an asterisk are required.

At least one email address is required for the client to be marked as Active in the record.

Click the Save & Next icon in the top toolbar.

Select the attorney and legal assistant, if any.

This can include Referral Source, Signed up by, Signed up Date, and preferred Contact Method(s).

If your firm's MLC adminstrator has created any custom fields, they will be displayed here. Fill in any as required, then click on Save & Next.

This screen allows you to enter any emergency contacts for the client, along with their name, email, phone, and relation to the client.

If you mark the client "Active", MLC will ask for your confirmation before activating the client portal and sending the client an email notification.

You can wait until later to activate the client.

Your new client data is now entered. The client will be listed as "Prospect" until a matter is created for the this record. You can now edit this record as needed.