Understanding the Difference Between Contacts and Clients

In ClientRelay, Clients are the entities (companies, trusts, or individual taxpayers) that are managed within the platform and that your business will be engaging with (receives proposals, billing, and services)

Contacts are the living individuals (directors, trustees, or staff) linked to those clients who hold signing authority or act as the primary point of contact (information on how to contact the Client, Email address and Phone/Mobile number)