> ## Documentation Index
> Fetch the complete documentation index at: https://docs.neudocs.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Clients

> Create, find, archive, and export client records.

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

## 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.

## 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.

## 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](/integrations/accounting).

## Export

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

<Note>
  A client record is not a user account and does not grant access to the staff workspace. Clients access individual requests through secure links.
</Note>


## Related topics

- [Clients API](/integrations/api-clients.md)
- [Client portal](/workflow/client-portal.md)
- [Quickstart](/quickstart.md)
- [Core concepts](/concepts.md)
- [Notifications](/workspace/notifications.md)