Managing clients ("Users")

Your clients live under Users. This guide covers the client list, inviting a client, adding one manually, and the client detail page.

Where: click Users in the sidebar, or go to /users. Heading: "Users" - "People you have access to through your client companies."

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Browse and find clients#

Columns: Name, Email, Phone, Join method (Join link / Invite / Adviser added / Direct), Adviser, Status.

• Status pills: "Registered" (green), "Invited" (blue), "Expired" (grey), "Revoked" (red).
• Search by name or email in the "Name or email…" box.
• 🔒 Managers/Admins get an "Assigned to" adviser filter and a "Mine" / "My team" / "Everyone" visibility toggle.

Open a client: click any "Registered" row (or its "View profile" button). Invited/Expired/Revoked rows aren't clickable - use their row menu instead.

Row actions by status#

• Invited → ⋯ menu with "Resend" and "Revoke" (confirm in "Revoke this invite?").
• Expired / Revoked → ⋯ menu with "Reactivate".

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Invite a client#

1. Click "Invite client" (top-right). A slide-over titled "Invite a client" opens.
2. Fill in at least one of "Email" or "Phone" (both accepted). Optionally add "First name" / "Last name".
3. Choose a "Message template" from the dropdown (use "Manage" to create one under Message templates). A live Email preview and SMS preview show what they'll receive.
4. Click "Send invite". You'll see "Invite sent." and they get a secure link to register and start their will, with automatic reminders.

If you enter neither email nor phone you'll see "Enter an email address or phone number."

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Add a client manually (no email sent)#

Use this to add someone to your rolodex without inviting them yet - for example straight before starting an order.

1. Go to /users/new (you'll also land here via "Create new user" in the create-order flow). Card title: "Create a new user".
2. Fill in "First name", "Last name", "Email address" (all required) and optionally "Mobile number".
3. Click "Create user" (or "Create user & start order" if you came from the order flow).
4. You're taken to the new client's detail page (or straight into the order builder).

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The client detail page#

Opening a registered client shows a "CLIENT" badge, their name and email, plus:

Header actions#

• "Start estate planning order" - begins a new order for this client → Guide 6.
• "Copy email" / "Copy phone" - copies their contact details.

Main sections#

• "Orders" - every estate-planning order for this client (with status). Click a row to open the order workspace. (Read-only here - start new orders from the header button.)
• "Previous leads" - their triage submissions (New / Urgent / Converted / Archived). Click to open the lead.
• "Internal notes" - a private notes thread for your firm.

Sidebar#

• "Profile" - their contact details (display-only on this page).
• "Assigned adviser" - the adviser per company. 🔒 Managers/Admins see a "Reassign" button (opens "Reassign client" - pick a new adviser and click "Reassign"; their orders, notes and people move with them).

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Next: Guide 6: Create an order & build the quote.