--- title: How to create a client description: Grouping cases and clients together in clients and how to manage them. --- [Skip to content](https://help.vartion.com/how-to-create-a-client#main-content) English Show submenu for translations [Customer portal](https://portal.vartion.com/tickets-view?hsLang=en) [![pascal\_logo.png\]](https://help.vartion.com/hs-fs/hubfs/pascal_logo.png?width=160&height=42&name=pascal_logo.png)](https://help.vartion.com/?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://portal.vartion.com/tickets-view) - [Go to Pascal](https://pascal.vartion.com/) [Go to Pascal](https://pascal.vartion.com/) How can we help? - There are no suggestions because the search field is empty. 1. [Product Documentation](https://help.vartion.com/?hsLang=en) 2. [Screening](https://help.vartion.com/screening?hsLang=en) 3. [Clients](https://help.vartion.com/screening?hsLang=en#clients) # How to create a client Clients are used to group cases together which are related to each other. This will give a clear overview over the related cases and the work left to do. A new client can be created from the **Home** page, and the **Clients** page. On either page, select the **New client** button to initiate the creation of a new client. Now, a new dialog opens, where you can fill in the client's name and an optional description can be provided. After this information is provided, you can select the **Create client** button. A new dialog will open where you can search for existing cases or create a new one. If you type in a case name that already exists in your environment, the case will show up and you can select it to add the already existing case to the client you created. If you type in a case name that does not exist in your environment, no cases will show up to add to the client. However, you can select the **Create new case** button to create the case to add to the client. A new dialog will show up where more information about the case can be filled in. After the case has been created, it is highlighted in blue to be added to the client you are creating. More existing and new cases can be added at once to the new client. However, cases can also always be added to the client from the client view.     **This documentation, including images, videos and text, is accurate as of Version 5.12 of Pascal.** We strive to keep our documentation up to date with each release to ensure it remains a reliable resource for our users. However, given the dynamic nature of our software development, there might be instances where changes introduced in subsequent versions are not immediately reflected in this documentation. We encourage users to refer to [the latest release notes](https://help.vartion.com/knowledge/general?hsLang=en#release-notes) and to use the feedback mechanism for any discrepancies or requests for clarification.   - [General](https://help.vartion.com/general?hsLang=en#main-content) - [Release Notes](https://help.vartion.com/general?hsLang=en#release-notes) - [What's New](https://help.vartion.com/general?hsLang=en#whats-new) - [Risk Classification Settings](https://help.vartion.com/general?hsLang=en#risk-classification-settings) - [HubSpot](https://help.vartion.com/general?hsLang=en#hubspot) - [User Account Settings](https://help.vartion.com/general?hsLang=en#user-account-settings) - [General](https://help.vartion.com/general?hsLang=en#general) - [Billing](https://help.vartion.com/general?hsLang=en#billing) - [Organisation Settings](https://help.vartion.com/general?hsLang=en#organisation-settings) - [Integrations](https://help.vartion.com/general?hsLang=en#integrations) - [Zapier](https://help.vartion.com/general?hsLang=en#zapier) - [Screening](https://help.vartion.com/screening?hsLang=en#main-content) - [FAQ](https://help.vartion.com/screening?hsLang=en#faq) - [Cases](https://help.vartion.com/screening?hsLang=en#cases) - [Clients](https://help.vartion.com/screening?hsLang=en#clients) - [Statistics](https://help.vartion.com/screening?hsLang=en#statistics) - [Getting Started with Pascal Screening](https://help.vartion.com/screening?hsLang=en#getting-started-with-pascal-screening) - [Results in Pascal](https://help.vartion.com/screening?hsLang=en#results-in-pascal) - [Notifications in Pascal Screening](https://help.vartion.com/screening?hsLang=en#notifications-in-pascal-screening) - [Screening Settings](https://help.vartion.com/screening?hsLang=en#screening-settings) - [Onboarding](https://help.vartion.com/onboarding?hsLang=en#main-content) - [Getting Started with Pascal Onboarding](https://help.vartion.com/onboarding?hsLang=en#getting-started-with-pascal-onboarding) - [Onboarding Settings](https://help.vartion.com/onboarding?hsLang=en#onboarding-settings) - [Clients](https://help.vartion.com/onboarding?hsLang=en#clients) - [Transactions](https://help.vartion.com/transactions?hsLang=en#main-content) - [Getting Started with Pascal Transactions](https://help.vartion.com/transactions?hsLang=en#getting-started-with-pascal-transactions) - [Settings](https://help.vartion.com/transactions?hsLang=en#settings) [![vartion\_logo@0,5x-1](https://help.vartion.com/hs-fs/hubfs/vartion_logo@0%2c5x-1.png?width=125&height=45&name=vartion_logo@0%2c5x-1.png "vartion_logo@0,5x-1")](https://vartion.com)   Copyright © 2025, Vartion B.V.