---
title: Clients
description: "**Casework → Clients** lists every client with their email address, how many engagements they have and their status. Every engagement belongs to one client, so add the client first. ## Adding a client Use the **New client** form at the…"
url: "https://www.ancestorpress.com/docs/cw-clients/"
updated: "2026-10-05"
category: AncestorPress Casework Manager
---

# Clients

**Casework → Clients** lists every client with their email address, how many engagements they have and their status. Every engagement belongs to one client, so add the client first.

## Adding a client

Use the **New client** form at the foot of the list. A name is required; email and phone are optional. An email address that does not look right is refused with a message rather than quietly dropped.

## A client's record

- **Name, email, phone and postal address.**
- **Private notes** - only you see these. They never appear on any client page.
- **Consent** - the date the client gave permission to hold their information. It is recorded automatically when they send their intake form; until then it reads "Not recorded yet".
- **Engagements** - every piece of work for this client, with its stage.
- **Their data** - the download and anonymise tools. See "Privacy, GDPR and Keeping Records".

## Status

A client is **Active** until you anonymise them, when they become **Anonymised**: the record stays, named "Anonymised client" and a number, so the business record of the work still holds together, but their contact details are gone.