---
title: "Create and Manage a Client"
slug: "create-and-manage-a-client"
tags: ["Client", "Company Administration", "Create ", "Manage", "reveal 2024"]
status: "update"
updated: 2026-08-04T13:28:23Z
published: 2026-08-04T13:28:23Z
canonical: "docs.revealdata.com/create-and-manage-a-client"
---

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

# Create and Manage a Client

A **Client** is a partition within a Company instance where multiple projects may be created. More than one Client may exist per Company.

The term Clients is used in Reveal to designate specific entities that manage a Company's projects and their primary contact information. The Clients may be multiple outside counsel in a corporate instance, or client companies in a service bureau instance. Each Client would typically manage multiple legal Projects within the Reveal Instance. An alphanumeric number designated with the Client Name is a unique identifier so that cases can be tracked and billed easily; this number may contain up to 100 characters.

A company is required to create a new Reveal project, and each company will have at least one client (itself by default) required to create a project. Clients may also be created within the company to facilitate billing reporting.

The creation and management of Clients is done by project managers and administrators either in the back-end Reveal **Review Manager** or in the **Company Admin** section of the Reveal web interface.

> [!WARNING]
> **Important** **If you are a SaaS Customer**, it is recommended that you follow the [Web-Based instructions](/reveal/docs/create-and-manage-a-client#creating-and-managing-a-clients-create-client) below to create and manage Clients within your Reveal instance. If you are an **On-Prem** customer, you may only have the option to create and manage Clients using the Non-Web Based option. If the Web-Based option is not available within your instance, please follow the [Non-Web Based instructions](/reveal/docs/create-and-manage-a-client#creating-clients-company-admin-review-manager) instead.

---

#### Web-Based Instructions

Instructions for creating and managing a client from the **Companies** page.

## Create and Manage a Client (Companies)

### Setting Up Clients

Navigate to **Home page** > **Companies**.

1. To the right of the Company Name label in the Company screen, click **Clients**. If there is only one entity managing a company’s projects, only one client will need to be defined.
2. The Clients screen will display. You may click **Create Client** to enter the following information: ![201 - 01 - Create Client](https://5796933.fs1.hubspotusercontent-na1.net/hub/5796933/hubfs/DOCUMENTATION/ARTICLE%20SCREENSHOTS/201%20-%2001%20-%20Create%20Client.png?width=1319&quality=high)
  1. **Name –** An identification of the client for administrative and billing purposes.
  2. **ID** – An alphanumeric identifier that may be up to 20 characters.
  3. **General Contact** information, including:
    1. **Country**
    2. **Address (Line 1 and Line 2)**
    3. **City**
    4. **State**
    5. **Postal Code**
    6. **Fax**
  4. **Primary Contact** specific person responsible for client contact information:
    1. **First Name**
    2. **Last Name**
    3. **Title**
    4. **Department**
    5. **Primary Phone**
    6. **Secondary Phone**
    7. **Other Phone**
    8. **Notes**
  5. **Save** when completed.

Users can filter by Name, ID, Contact, and Phone through the *Search* bar to find what they need.

### Managing Clients

The only options in the **Clients** screen are:

1. **Edit** to update any of the above information.
2. Click to open the Client details, which simply reports the contact details as entered.

---

#### Non-Web Based Instructions

Instructions for creating and editing a client in **Review Manager** (RM), and from the **Legacy Company Admin** page.

## Create and Manage a Client (RM & Company Admin)

> [!NOTE]
> Notice:
> 
> The **Company Admin** section may be available in different areas for the **Non-Web Based Instructions** prior to **2024.11** release.

### **Create and Edit Clients in Review Manager**

1. Log into Review Manager as an Administrator.
2. Open the **Instance Setup** Pane.
3. Click **Clients**.
4. The Clients tab appears in the work area. All existing Clients are listed in the top window. Each column may be filtered to display only selected values.
5. **Add New** is the tab where new clients are entered in the bottom pane, which it shares with the default **Edit / Delete**. ![63 - 03 - Clients screen in Review Manager-1](https://5796933.fs1.hubspotusercontent-na1.net/hub/5796933/hubfs/DOCUMENTATION/ARTICLE%20SCREENSHOTS/63%20-%2003%20-%20Clients%20screen%20in%20Review%20Manager-1.png?width=1495&quality=high)
6. To create a new Client, select the **Add New** tab.
7. The **Add New** tab contains fields:

  - **Client Name** – the name of the client *(required)*.
  - **Client Number** – a unique alphanumeric number or short name that you assign to this client. All data are organized by client number, **so it is important this value is unique**. This number may be up to 100 characters in length *(required)*.
  - **Company Name** - selected from the dropdown list. If the Company does not exist, use the **[...]** button to open a window to create it.
  - Use the **Optional Values** button to expand the window and add additional details such as contact information and addresses.
  - Once you add these, click **Insert** to add the new client.

Enter the required fields marked with an asterisk.
8. To edit a client, select the client in the top table to make any edits to the desired **Edit / Delete** fields and choose **Update** to complete the changes.

### Create a Client in Company Admin (Legacy)

1. Log in to Reveal as an Administrator.
2. Click **Admin** for any Project in the Project Hub.
3. In the Project Admin screen, click the Flyout Menu button in the upper left-hand corner.
4. Select **Company Admin**.
5. Company Admin will open to the **Clients** screen, listing current Clients. ![63 - 01 - Client screen in Company Admin](https://5796933.fs1.hubspotusercontent-na1.net/hubfs/5796933/undefined-Aug-03-2022-03-23-40-14-PM.png)
6. Click **Create Client**. This will open a blank **Client Details** screen.
7. The pieces of information required to create a client are: ![63 - 02 - Add Client Details screen in Company Admin](https://5796933.fs1.hubspotusercontent-na1.net/hubfs/5796933/undefined-Aug-03-2022-03-23-40-34-PM.png)
  1. **Client Name** (required)
  2. **Client Number** (required), and
  3. **Client Company** (required), selected from a picklist.
  4. Once created, these values cannot be changed.
8. There are fields below for client address and contact information, as well as Client Notes.
9. Click **SAVE** when complete. The screen focus returns to the Clients tab after creating or editing a client.

## Related

- [Create a Project](/create-a-project.md)
- [System Configurations](/system-settings.md)
- [Create and Manage a Company](/create-and-manage-a-company.md)
- [Manage Users – Web](/manage-users-web.md)