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Add clients

AdvanceFlow looks in the GoFileRoom client drawer for a list of clients. You can add engagements to the clients in that list.
To add a new client, you have to first add them to a lookup list in GoFileRoom.
Depending on how your list is being generated will depend on how you would add a new client into your GoFileRoom Client List.
  • If your firm gets client names from Time and Billing – technically known as the GoFileRoom Lookup List Sync utility:
    1. Add the new client in Practice CS or whichever time and billing application your firm uses. This may also be a synced Excel sheet.
    2. Wait for the lookup list to synchronize. The new client name and number will be available to select in the Add Documents screen. You can index documents to this new client.
  • If your firm imports a text file or spreadsheet to update the lookup list in GoFileRoom:
    1. Add the client to the import file your firm uses.
    2. Import the file to GoFileRoom.
  • If your firm manually adds clients to the lookup list in the Add Documents screen of GoFileRoom:

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