Welcome to ClearAML! This guide will help you get your firm up and running in minutes.
1. Complete Your Firm Profile
Start by heading over to the Settings page. Here you can upload your firm's logo, update your billing address, and ensure your Tranche 2 entity type is correctly selected.
2. Invite Your Team
Compliance is a team effort. Go to the Team section in your dashboard to invite your colleagues. You can assign them different roles (e.g., Admin, Member) to control their access to sensitive client data.
3. Add Your First Client
Ready to start? Click the Add Client button on your dashboard. You can choose to add an Individual, Company, or Trust. We'll guide you through the required fields based on the entity type.
Tip: If you have a large list of existing clients, you can bulk import them from a CSV or Excel file using Import Clients.
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