Bulk Create Clients

Use this page when you need to create several clients at once.

Start Bulk Create

Open the firm-level Clients page and select Bulk create.

Firm Clients dashboard with Bulk create and Add client controls

Use the bulk-create modal to paste or upload the client list, then review the parsed records before creating them.

Bulk create modal for importing multiple clients

Imported clients should show in the Clients table and should have clear next setup actions.

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