> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pcnaid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a Client and Matter

> Add a client record and open a legal matter linked to that client.

# Create a Client and Matter

## What does this do for me?

A matter must be linked to a client. This guide creates those two records in the order used by the current workspace.

## 1. Create the client

1. Open **Clients**.
2. Choose **New client**.
3. Enter the required display name and choose **Individual** or **Business**.
4. Add any email, phone, billing email, or comma-separated tags you need.
5. Choose **Create client**.

Legal Hub assigns the client number and opens the new client’s detail page. You can search the client list by name, email, or phone and filter it by status.

## 2. Open the matter

1. Open **Matters**.
2. Choose **New matter**.
3. Select the client you created.
4. Enter the matter title and practice area.
5. Choose a status and priority. Add a summary if useful.
6. Choose **Create matter**.

Legal Hub assigns the matter number and opens its detail page. The Matters list can be filtered by client or status. Non-admin firm users may see only matters assigned to them, depending on their roles.


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