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Adding Clients

Add clients to your company directory so projects use consistent names and contact details.

When to use this page​

Build a reusable client list instead of retyping names and emails on every project.

Who can do this​

Owners, admins, and members can add clients. Project guests do not access the Clients area.

How to add a client​

  1. Go to Clients in the management menu.
  2. Select Add client or the equivalent create action.
  3. Enter name (required).
  4. Optionally add email, phone, and address.
  5. Save.

When creating or editing a project, select or enter the client name. Matching client records keep contact details aligned across projects.

AI project drafts may suggest client contact fields when they appear in uploaded briefs. Review before creating new client records.

Next steps​

Good to know​

  • Client records are shared across your company workspace.
  • Do not store information you are not permitted to keep in LiftOff.