Customer Onboarding

To facilitate a smooth onboarding process, follow these steps:

1. Access your Partner Dashboard and select Customer from Left-Panel.

2. Click on the “+ Add New Customer” option.

3. Select Yes, if the customer is a company and No if the customer is an individual or does not have a company.

You can add customers using:

4. After all the details are added, select the “Send Login Credential” option. Add the Authorized signatory and Click Save Changes.

If you want to add some more Fields you can use Add Custom Fields Option.

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Contact Info

Law Seva Management Private Limited , Plot No 159 & 160, Balaji Enclave, Govindpuram, Ghaziabad, U P 201013

+91 120 430 8902

[email protected]

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