Managing client records, contacts, and client portal access
15 articles
Adding a Client
How to create a new client record in Cloudclerk
Updated 21 March 2026
Managing Contacts
How to add, edit, and remove contacts for a client, set a primary contact, and control portal access
The Client List
How to browse, search, filter, and manage clients from the main client list page
Client Overview
Understanding the client overview dashboard with KPIs, tasks, deadlines, and financial charts
Editing Client Details
How to view and edit a client's information, manager roles, key dates, addresses, and custom fields
Client Documents
How to browse, upload, and manage documents on a client's Documents tab
Client Tasks
How to create, manage, and track tasks on a client's Tasks tab
Client Invoices
How to view, create, and manage invoices on a client's Invoices tab
Client Processes
How to create and track workflow processes for a client
Client Signing Requests
How to track digital signing requests for a client
Companies House
How to link a client to Companies House and view live company data
HMRC Authorisations
How to manage HMRC agent authorisations and view obligations for a client
Client Messages
How to send and manage messages with a client's contacts through the portal
Portal Access
How to grant, revoke, and manage client portal access for contacts
Client Onboarding
How to use the per-client onboarding flow to assign manager roles and configure key dates