Creating a New Client or Project
The step-by-step for adding new clients and projects depends on whether your firm’s project list is flat or hierarchical. Take a look at how AulT&E organizes client/project data and decide if your firm uses a flat or a hierarchical view.
Adding Clients to a Flat Project List
If your project list is flat, click this link to see the step-by-step for adding new clients to your existing list:
Add clients to a flat project list
Adding Clients/Projects to a Hierarchical List
If you use both clients and projects, then use this link to see how to add clients and/or projects to your existing project list: