Your first client

Introduction

This page is a walkthrough for adding your first client in DNA. If you have just signed up, start here. For a full reference on every option in the Add Client flow, see Adding a client under Working with Clients.

What you land on after signup

The first time you open DNA, you land on the clients page with nothing in it. The empty state reads No clients have been added yet and shows a single Add Client button. A short welcome tour offers to walk you through the first steps. Follow it or dismiss it with Maybe later. If you dismiss it, a small prompt in the bottom corner lets you pick the tour back up whenever you want.

Adding a client, start to finish

Click Add Client from the empty state. The flow is up to four phases: Details, Documents, Analyzing, and Review. The last two only appear if you upload something at the Documents step.

What you see when you are done

Once the client is created, you land on their overview page. You will see a profile card, a financial health score, a recent activity feed, and shortcuts into Helix and notes. The overview is the home base for everything you do with that client from here on out.

A note on Starter limits

Starter accounts can have up to 3 active clients. DNA does not warn you about this while you are under the limit. Once you reach 3, the Add Client button is disabled, and an upgrade prompt appears when you try to add a fourth. Upgrading to Pro or Team lifts the cap.