Add a new client or party

You add a contact once and then reuse it across matters, leads and invoices.

Steps

1. On Clients, press New contact.
2. Choose the Type: Individual or Company / entity.
3. Enter the Name in Arabic (at least 2 characters). For a company the field is Company / entity name.
4. Pick the Roles (as many as apply): Client, Opposing party, Court / circuit, Expert, Notary, Witness, Other. At least one is required.
5. Add what you have: ID type and number, Mobile, WhatsApp (there is a Same as mobile option), Email, City, Address.
6. For a person you can link a Company / employer: search registered companies, or choose the create option to make a new one with the name you typed.
7. Choose the Responsible member, add Notes, then press Add.

Duplicate warning

If a record with the same phone, ID number or email exists, you see This contact may already exist. Choose Open existing to avoid a duplicate, or Save anyway.

Why can't I add?

• Free plan limit: 25 non-archived contacts. You see a "You've reached the Free plan limit…" message and the button is disabled. Archive old records or upgrade.
• Your role: accountants cannot add contacts.
• Field errors: an invalid mobile, ID or email shows a message beside the field.