Knowledge HubClients & contacts
Clients & contacts
Client records, contacts, groups, custom fields, and importing your book.
The basics
Add a clientNew
Create a client record — individual or entity — and understand which fields matter later.
Find and filter clientsNew
Search, filter, and narrow the client list — including by your own custom fields.
The client recordNew
A tour of every tab on a client — what lives where and which ones you will actually use daily.
Working with clients
Invite a client to the portalNew
Give someone on the client side a login — and what to do when the invitation email cannot be sent.
Contacts and peopleNew
Add the people behind a client, assign roles, and rename those roles to match how your firm talks.
Client groupsNew
Tie related entities together so a family or a business group behaves as one relationship.
Custom fieldsNew
Track the things your firm cares about that LedgerOS does not ship a field for.
Relationships between clientsNew
Record who owns, controls, or receives a K-1 from whom — with ownership percentages and effective dates.
Notes on a clientNew
Where to put the context that has nowhere else to live — and who can read it.