Add the client
Use Companies House lookup where possible, then confirm the client name, company number and business profile.
Clients guide
Create and manage separate client workspaces.
Agency workspaces keep each client calendar, evidence vault and report separate, while giving advisers a portfolio view across the clients they support.
Recommended flow
Set calendar signals
Add dates and operating signals so the first client task list is useful from day one.
Invite contacts
Add client contacts during setup or later from the client workspace settings.
Monitor the portfolio
Use the clients page to spot overdue work, due-soon tasks and missing evidence across client workspaces.
When to create a client workspace
Use a client workspace when records need to stay separate from your own organisation.
- Each client gets its own dashboard, calendar, evidence vault and reports.
- The workspace switcher lets agency users move between clients without mixing data.
- Client users can be invited into their own workspace with an appropriate role.
- Archived clients stay out of the active portfolio but preserve useful history.
Client setup tips
A calm setup avoids confusing clients with too many irrelevant tasks.
- Use official company data where available, then manually refine anything that needs local knowledge.
- Keep the first profile answers conservative and refine after talking to the client.
- Invite viewers first if the client only needs to see reports and evidence.
- Use owner or admin access only for people who should change settings or manage work.
Related guides
Important boundary
Obligary supports organisation and evidence. It does not replace professional judgement.
Use Obligary to manage tasks, owners, reminders, documents, evidence and reports. Your organisation remains responsible for deciding what applies and taking legal, regulatory or certification advice where needed.