Clients

Clients identify who receives a request. A client record contains the display name and email address used for delivery.

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Add a client

1. Open Clients.
2. Select New client.
3. Enter a recognizable display name and a deliverable email address.
4. Save the client.

NeuDocs records the change in the audit log.

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Manage clients

Use search and status filters to find clients. Archive a client when you no longer send new work to them but must retain historical requests. Deletion is a separate lifecycle operation and may be limited by retained records or firm policy.

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Import from accounting software

Owners and admins can connect supported accounting systems and import contacts. NeuDocs skips contacts it cannot safely turn into client records and reports imported and skipped totals. See Accounting integrations.

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Export

Use the CSV export from the Clients page when you need a portable client list. Exports are scoped to your firm.