Create Your First Client

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.