How to create clients on Page

Overview: This guide shows how to create a single client or multiple clients on Page and what information to provide during setup.

• Start a New Client
  • Click the "New Client" button in the upper right corner of your screen.
• Choose How to Create Clients
  • Individual client: Create one client at a time.
  • Multiple clients (backlog and non-backlog options available): Upload a batch of clients. This option allows you to upload multiple eFolders directly, and the system will extract each client’s name and the last four digits of their SSN (as included in their C-file).
• Create an Individual Client
  • Enter the client’s first name and last name.
  • Provide the client ID (typically an internal file number or the last four digits of the client’s Social Security Number), this is optional.
  • Select the client type:
    • Agency client: Upload the eFolder and supporting documents
    • Court client: Upload the Record Before the Agency (RBA)