In order to register a new physical person in the program, follow the steps:

1. Click on the menu “Clients” from the main menu and then on the button “Register a new client”.
2. The “New client” form is open. It contains the following fields:

   Name

   the first name, mandatory field

   Middle name

   the father's name, optional field

   Surname

   the family name, mandatory field

   Gender

   one of the following values is accepted:

   • n/a - no information (by default)
   • male
   • female

   Citizen number

   the unique ID number, given by the country, optional field

   Civil status

   one of the following values is accepted:

   • divorsed or separated
   • married or cohabiting
   • single
   • unknown (by default)
   • widowed

   Income

   one of the following values is accepted:

   • average
   • above average
   • under average
   • unknown (by default)

   Notes

   optional field, free text

   Home address

   conventional postal address, optional field

   E-mail

   e-mail address, optional field

   Other contact

   optional field, allows to fill in additional contact details; e.g. second postal address, second e-mail etc.

   All the records in the Contacts section could be deleted by ticking on the respective fields, marked with a garbage bin image.

3. Click on the “Validate” button in order to save the form.

NB! Fields such as the “Middle name”, “Citizen number”, “Civil status” and “Income” can miss from the form. This depends on the aid centre policy and the settings made by the administrator of the software.

In order to edit and existing physical person, follow the steps:

1. Open the list of physical persons (accessible by clicking on “Clients” from the main manu). The page for choosing physical persons shows a list of the names of all the persons, registered in the system.
   • If the clients are more than 15, the page is divided into sub-pages. You can go through the pages by clicking on the hyperlinks “Next” and “Previous”, situated in the lower part of the list, or by clicking directly on the number of the respective page.
   • If the pages are too many, you can use the search field by:
     • clicking on the text field “Find client”
     • introduce name or part of name of certain client
     • click on the button “Search” and check the list that will appear with the eventual results.
2. Select a physical person by clicking on the respective line with her/his name. A general information about this client will appear.
3. Click on the button “Edit client information”.
4. Fill in the form “Edit client”, containing the following fields:

   Client ID

   a unique identification number of the physical person. This number is generated automoatically at registering the person and it cannot be modified or deleted.

   Name

   first name, mandatory field

   Middle name

   the father's name, optional field

   Surname

   the family name, mandatory field

   Creation date

   marks the moment, in which the physical person - the client has been registered for the first time in the system. The value of the field cannot be changed.

   Gender

   one of the following values is accepted:

   • n/a - no information (by default)
   • male
   • female

   Citizen number

   the unique ID number, given by the country, optional field

   Civil status

   one of the following values is accepted:

   • divorsed or separated
   • married or cohabiting
   • single
   • unknown (by default)
   • widowed

   Income

   one of the following values is accepted:

   • average
   • above average
   • under average
   • unknown (by default)

   Notes

   optional field, free text

   Home address

   conventional postal address, optional field

   E-mail

   e-mail address, optional field

   Other contact

   optional field, allows to fill in additional contact details; e.g. second postal address, second e-mail etc.

   All the records in the Contacts section could be deleted by ticking on the respective fields, marked with a garbage bin image.

5. Click on the “Validate” button in order to save the form.

One client could be added in the same time to two or more cases, e.g. if she/he has come before on another case to the legal aid centre. Association of the client to a case helps the centre to track clients who have come before on another case and on which cases the lawyers in the centre have worked with them.