Clients are the people and organisations your firm works for. Everything in inTheEU Assist — cases, documents, outputs — belongs to a client. Managing your client list well makes the rest of the platform easier to navigate.
Go to Clients in the menu and tap the add button. Fill in the client name, sector, and country. A reference number or tax identifier is optional but useful for firms that handle many clients in the same sector. Save to create the record.
Use the search bar at the top of the Clients screen. You can search by name, sector, or reference number. Tap any result to open the client profile and see their linked cases, documents, and outputs.
Open the client profile and tap Edit. You can update any field. Changes take effect immediately across all linked records.
When a client relationship is concluded, you can archive the record. Archived clients disappear from the active list but their history remains fully accessible. Use the filter at the top of the Clients screen to show archived records when you need them.
Client data is stored within your firm's own installation. It is not shared with other tenants or transmitted outside your infrastructure. Each client's information is accessible only to users your administrator has authorised.
Platform features and interface are subject to continuous improvement. Descriptions in this guide may not reflect the exact layout or wording of the latest released version.