Knowledge HubClients & contacts
Clients & contacts
Client records, contacts, groups, custom fields, and importing your book.
The basics
Add a client
Create a client record — individual or entity — and understand which fields matter later.
Find and filter clients
Search, filter, and narrow the client list — including by your own custom fields.
The client record
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 portal
Give someone on the client side a login — and what to do when the invitation email cannot be sent.
A contact or a relationship?New
A contact is a person attached to one client. A relationship links two client records. Picking the wrong one is the most common mistake in this part of the product.
Contacts and peopleUpdated
Add the people behind a client, assign roles, and rename those roles to match how your firm talks.
Client groupsUpdated
Tie related entities together so a family or a business group behaves as one relationship.
Custom fields
Track the things your firm cares about that LedgerOS does not ship a field for.
Relationships between clientsUpdated
Record who owns, controls, or receives a K-1 from whom — with ownership percentages and effective dates.
Notes on a client
Where to put the context that has nowhere else to live — and who can read it.