How to Add a Client

In this document, we will look at how to add a client to your dashboard or complete your initial client interview.

From this window, we need to begin the client interview process. To do this, simply click the Initial Client Interview Link shown here.

You will then see a familiar screen here. This will be something you will run into many times while using Estate Genius. You will see an easy-to-follow roadmap, that will show you the steps you need to follow to complete this interview including a handy status bar to show you your current progress.

Simply begin filling out any relevant information on screen and click Continue when prompted.

You will then need to identify whether or not your client has a record within your chosen practice management software, in this case, we are using Rocket Matter. This may or may not be Rocket Matter, but this is what will be used in this instance. Then select the contact’s name and click Continue again.

The following screen will then import any available information from Rocket Matter into your form. This will also give you an opportunity to add or edit any information that may either be missing or incorrect.

Simply continue this process through each prompt until your interview is complete. You will be returned to your main dashboard once the interview is complete.