1. To add a builder client, click add client to matter
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2. The search bar will appear, where you can search for an existing client, or to create a new client

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3. Click create new client

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4. Now, select your client is a builder here

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5. When you are ready, click create
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6. Click the three vertical dots to add more information

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7. Click view global profile

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8. You can now add more details about your client, click add signing officer

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9. Select their company position, and then add or create a new client

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10. You can now add any more details in the top navigation, this data is auto saved in the program
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11. Under associated contacts, you can select to view contact under your signing officer

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12. That will take you to their global profile
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