Managing Clients
Estimated time: 3 minutes
Your Clients page is the central place to manage everyone you work with. FlowEdge keeps track of your clients, their projects, and all related documents — so you can find anything quickly.
Two Ways to Add Clients
Automatic Creation
The easiest way. When you generate a document and enter a new client name in the generation form, FlowEdge automatically creates a client record for you. No extra steps needed.
Manual Creation
If you want to add a client before generating a document:
- Click Clients in the sidebar.
- Click Add Client.
- Enter the client’s name and any additional details.
- Click Save.
💡 Tip
Most users let FlowEdge create clients automatically during document generation. Manual creation is useful when you want to set up client details before starting a project.
The Client Detail Page
Click on any client to open their detail page. Here you will find:
Client Information
Basic details about the client:
- Client name and business name
- Contact information
- Any notes you have added
Projects
A list of all projects linked to this client. Click on any project to see its documents, forms, and context files. Learn more in Project Overview.
Documents
A quick view of all documents generated for this client across all projects. This is a fast way to find a past proposal or contract without remembering which project it belonged to.
✅ Best Practice
Keep your client names consistent. When you type a client name during document generation, FlowEdge suggests matches from your existing list. Consistent naming helps you avoid duplicate client records.
Finding Clients
As your client list grows, use the search feature at the top of the Clients page to quickly find the client you are looking for. Type part of the client’s name and the list filters in real time.
How Clients Connect to Documents
Every document in FlowEdge is linked to a client. This means:
- You can see all proposals, SOWs, and contracts for a client in one place
- The AI can use past project context to generate better documents for returning clients
- You can track your full history with each client over time
⚠️ Important
If you accidentally create duplicate client records (e.g., “Acme Corp” and “Acme Corporation”), your documents may be split across them. Use consistent naming to avoid this.
Next Steps
- Learn how projects work within each client in Project Overview.
- Add context files to improve AI output with the Project Context Tab.
- Ready to generate a document? See Generate Form Fields.