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Adding a client

Every project belongs to a client, so add your clients first.

Clients page with the add form and list
Open “Clients”, type the client or organisation name (a reference and contact are optional) and choose “Add client”. They’ll appear in the list and become selectable whenever you create a project. Store as little as you need — a name is enough.

Every step above uses ComplyQS on fictional demo data. Try it on your own firm — free for 180 days, from £20/month after.

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Related reading: Client AI disclosure notices

A how-to guide for the ComplyQS app (https://complyqs.co.uk). ComplyQS records what your firm decides and does; it does not make compliance decisions. Not affiliated with or endorsed by RICS.

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