> ## Documentation Index > Fetch the complete documentation index at: https://visaflo.ca/knowledge-base/llms.txt > Use this file to discover all available pages before exploring further. # Adding a Client > Create a durable client record, assign responsibility, and start the relevant case without duplicating a lead. ## Add a client directly Use **Clients** when a person is already engaged and should be managed as a client rather than a prospective lead. 1. Open **Clients** and select **Add Manually**. 2. Enter the client's name and contact details. 3. Assign the staff member responsible for follow-up. 4. Save the client, then create or link the relevant case. Clients list with the add-client action ## Review the client record Open the profile after saving to confirm contact details and linked applications. Use the **Cases** tab to review the client's active work, or **Add Case** to begin an application workflow. Client profile with linked case ## Choose client or lead Create a **lead** when the person is still evaluating services, has arrived through a form, or needs qualification before engagement. Create a **client** directly when the engagement is already confirmed or the work is being imported from an existing system. ## Troubleshooting Before adding a client, search by name and email to avoid creating a duplicate. For a large migration, use the import workflow rather than adding records one by one.