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Advisers: add & manage client companies
Adviser and solicitor firms manage every client's sponsor compliance from one workspace, with isolated client workspaces.
- From your firm workspace, open Clients → Add client company.
- Each client has an isolated workspace. Access and actions depend on your active membership in that workspace.
- Switch between clients from the workspace switcher; review risk, RTW, SMS, salary and audit signals across the portfolio.
- Review your current client-company allowance in Billing. Consult the pricing page for available plans rather than assuming a fixed allowance.