---
title: Create Your First Client
description: creating your first client
---

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1. [DNA Knowledge Base](https://help.dynamicneedsanalysis.com/?hsLang=en-ca)
2. [Getting started](https://help.dynamicneedsanalysis.com/getting-started?hsLang=en-ca)

# Create Your First Client

## Set up your initial client profile to unlock DNA’s full capabilities with Helix AI.

Creating your first client is the only manual data entry step required in DNA.

*(Auto-populate with Helix coming soon...)*

Follow the steps below to get started.

#### **1. Navigate to Your Clients**

1. Click **Your Clients** in the left-hand menu.
2. Select **Create Your First Client**.
3. Click **Create New Client** to begin building a complete profile for your client or client group.

#### **2. Build the Client Profile**

##### **Client Information (required)**

Choose the type of client you want to create:

- **Individual Client** — a single person or entity
- **Client Group** — e.g., a family or business

Click **Add Client**, then complete the form. All fields are required unless marked *optional*.

The form includes:

- **Client Personal Information**
- **Client Contact Information**
- **Client Financial Overview**

Default values may appear pre-populated — update these as needed.

Click **Add Client** to save this initial section.

At this point, you may choose to click **Save Client** and complete the profile later, or continue building a more detailed profile now.

#### **3. Upload Client Documents with Helix AI** *(recommended)*

Use **Document Upload** to add any client files you already have. Helix AI will analyze these documents.

Supported file types: **PDF, DOCX, XLSX, CSV, TXT** *(maximum size: 50 MB per file)*

Common examples:

- Fact-finding sheets
- Shareholder agreements
- Tax returns
- Mortgage statements
- General notes or financial documents

#### **4. Add Optional Client Details**

These sections help create a complete and accurate picture of your client’s needs.

##### **Beneficiaries**

*Define who will receive benefits.*

Click **Add Beneficiary** and follow the prompts.

##### **Existing Coverage**

*Add current insurance policies the client already holds.*

Click **Add Coverage**.

##### **Assets**

Document client assets and investments.

Select **Individual** or **Total Asset Value**, then click **Add Asset**.

##### **Debts**

Record outstanding debts and liabilities.

Select **Individual** or **Total Debt Information**, then click **Add Debt**.

##### **Notes**

Add any additional information, such as:

- General notes
- Call transcripts
- AI-generated call summaries

Click **Add Note** to add entries.

#### **5. Save and Review Your Client**

When you’re finished, click **Save Client** on the right-hand side of the screen.

Select **View Client Profile** to see the full details you’ve entered.

You can update or edit the profile at any time by returning to **Your Clients** and searching for the client.

Congratulations — your first client is now set up.

You’re ready to use **Helix AI** to run your first **Needs Analysis Prompt** and start generating insights.

#### **Next Step: Run Your First Helix AI Needs Analysis**

#### **Need Help?**

If you have questions or need support, email us at [**support@dynamicneedsanalysis.com**.](mailto:support@dynamicneedsanalysis.com)

- [Getting started](https://help.dynamicneedsanalysis.com/getting-started?hsLang=en-ca)
- [FAQs](https://help.dynamicneedsanalysis.com/faqs?hsLang=en-ca)
- [Helix AI](https://help.dynamicneedsanalysis.com/helix-ai?hsLang=en-ca)

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