How do I add a client?

A client in Fola is a single structured profile that holds identity, family, employment, immigration history, tax history, and disclosures — everything every form pulls from. Adding one takes ~10 seconds.

Open the workspace menu

From any workspace page, click the menu icon at the top-right of the screen, then click + New client at the top of the menu.

The menu is reachable from every page in the workspace — clients, forms, billing, settings — so you can start a new client without losing your place.

The minimum to create a profile

The Add-client dialog asks for:

• Legal name — given + family
• Email — used for intake-link emails later
• Date of birth (optional, unlocks autofill for several forms)

That’s it for the create step. Once the profile exists, you can layer on identity (A-number, SSN, passport), addresses, family members, employment, education, immigration history, and disclosures from the client-detail page — or send the client an intake link and let them fill it in themselves.

Tip

Adding many clients at once? The Bulk-invite flow (also on the menu under + New client) takes a CSV with names + emails and creates a profile per row.

Where to go next

• Client details — overview — the tabbed page each client gets.
• Day 3 — Your first client — the long-form walkthrough including intake links.