How do I add a Client?

CoraLegalLogo_For_ArticlesTo add a Client, click the ‘My Clients’ tab, and click the ‘+ ADD’ button. Select ‘Add a Business Owner’ or ‘Add a Corporation’ depending on the type of client you want to add. Business Owners are individuals who own one or more businesses. Corporations can have one or more subsidiaries.

In the case of a Business Owner, the email address of the Business Owner is mandatory. You can choose to send the email invitation immediately, or send it later if you want to upload the client documents first. The Business Owner will get an invitation to create their CoraLegal account. 

In the case of a Corporation, an email address is optional. You can add one if you want to create a Corporation Owner who will have access to all the subsidiaries. You can choose to send the email invitation immediately, or send it later if you want to upload the client documents first. The Corporation Owner will get an email invitation to create their CoraLegal account.