Adding Individual & Corporate Clients

Client intake is the starting point for all legal matters in MtaaLex. You can register individual clients as well as corporations, institutions, and banks.

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Step 1: Open the Clients Directory

1. In the left navigation sidebar, click on Clients (or use shortcut Ctrl + K and type "New Client").
2. Click the blue + New Client button at the top right of the directory.

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Step 2: Choose Client Classification

MtaaLex provides two distinct client intake templates:

1. Individual Client

Best suited for personal litigation, succession/probate, land disputes, and criminal defense matters.

• Full Legal Name: Primary client identifier.
• National ID / Passport Number: Crucial for court pleadings and formal affidavits.
• Mobile Phone Number: Primary communication channel for court hearing SMS alerts.
• Email Address: For electronic delivery of fee notes and formal correspondences.
• Physical & Postal Address: For inclusion in formal pleadings and service addresses.

2. Corporate Client

Tailored for commercial enterprises, financial institutions, insurance providers, and government parastatals.

• Company Legal Name: As appearing on the Certificate of Incorporation.
• Registration / Incorporation Number: e.g., CPR/2022/12345.
• KRA PIN: Mandatory for corporate tax reporting and withholding VAT.
• Primary Contact Person: The legal counsel or officer managing instructions (Name, Designation, Phone, Email).
• Industry Sector: Real Estate, Banking, Manufacturing, Energy, etc.

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Step 3: Upload KYC Documents

At the bottom of the client intake form, you can securely upload statutory Know Your Customer (KYC) documentation:

• Copies of National Identity Cards or Passports.
• KRA PIN Certificates.
• Certificate of Incorporation / CR12 Form.
• Signed Client Engagement Retainer Agreements.

Click Save Client. The client is immediately added to your active directory, ready to have cases, files, and fee notes attached.