When the admin has to add a new client to the client list page. On the 'Clients List' tab, click the '+New Client' button. It will take the admin to the 'Add Client' page, where the admin can fill out the relevant input fields with the client's legitimate information and click the 'CREATE' button.

Step 1. Click on '+New Client.
Step 2. Fill up the following input fields. Client's Name, Email & Password these fields are required but other fields are not mandatory to create an initial client account. 
Step 3. Click on the 'CREATE' button. 



1. Client Type(Personal/Company): The type of client varies by personal/company.  Because Infix Advocate MS provides services to businesses or companies and solves their legal concerns, as well as personal clients. If select company then it would be a company or if a select personal then it would be a personal client(in-person client).

2. Browse: When the admin needs to add additional information on a client, they can upload a PDF file here. Click the 'Browse' button and choose the desired file; the file will be uploaded.

3. Create Category: Admin can create a new category by clicking on the 'Create New' button. A popup will show up 'New Category 
     
      3.1 On Behalf of Plaintiff: It denotes whether the client is the plaintiff or the defendant. If the admin selects this option, the client is either the plaintiff or the defendant. It depends on the type of client.

 4. Custom Field: 'Custom fields' is a feature that allows users to add more information to a certain form. If the admin or the client wishes to add an extra field for information on the client form, they may do so by utilizing the 'Custom Field' feature.( On the custom field menu, we discussed, 'How to create a custom field'.)