video1.0<iframe src="https://www.loom.com/embed/80d0411f792b46a69f4eec703d5a70c3" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/80d0411f792b46a69f4eec703d5a70c3-f6e1971b1b344bb4.gif114.475In this video, I walk you through the process of creating a new client in Marlowe and how to upload context for that client. First, you'll click 'New' and then 'New Client' to enter the client's email and name, which will allow you to access their record. I also demonstrate how to add meetings and upload relevant documents like SOAs and fact finds to provide more context. Once you've added this information, you'll be able to generate documents using the context you've created. Please make sure to follow these steps to enhance your client management experience.