When you decide to progress a case and the immigrant becomes your client, it's important to add the client to the corresponding case. Follow these steps to add clients to your cases:
To add new clients, click the shortcut "+" button on the top right page or the "+" button in the client's module to add new or existing clients within the Case#show page.
Search any existing clients in the 'Add existing client' section.
Click Add Client button.
Complete the Add New Client section with the client's information.
Click Create Client button.
Notes:
To delete a client that you have assigned to a case, click on the trash icon in the client section.
Adding clients to a case helps you keep track of whose case it is and maintain organized client information within the case.