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Everything in Denari hangs off two objects:
  • A client entity is a single legal entity. It is what binders, documents, and portals attach to.
  • A client group gathers the client entities that belong to one relationship.
A group is for organizing, not for working. The work happens on the entity.
These used to be called “clients” and “entities”. The product renamed them to client groups and client entities so a one-entity relationship and the entity itself stop reading as the same thing. The navigation still says Clients, which is the name of the section, not of either object.

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Naming

  • Name a client group with the common name of the relationship: Harvest Foods.
  • Name a client entity with its legal name: Harvest Manufacturing, LLC.
Take a fictional client, Harvest Foods. It manufactures, distributes, and directly sells organic food and beverages through three legal entities.In Denari that is:
  • Client group: Harvest Foods
  • Client entities:
    • Harvest Manufacturing, LLC
    • Harvest Distribution Services Inc.
    • Harvest Retail Ventures LLC
A relationship with only one legal entity still gets a group. One group, one entity is normal and costs you nothing.

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Finding them

Open the product switcher in the top left of the navigation bar and choose Clients under More. The Clients page on the Client Entities view, listing each entity with its client group and its binder and document counts. The page carries both lists behind one control. Client Entities and Client Groups each show how many there are, and the button in the top right follows whichever view you’re on: New client entity or New client group. The counts are links. Clicking an entity’s 7 documents takes you to those documents rather than making you find them from the entity page. The Clients page on the Client Groups view, listing each group with its created date and its client entity, binder and document counts.

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The client group page

A client group page listing the client entities in the group with their binder and document counts, above an activity section. A group page is a list of its client entities, plus three actions:
  • View binders opens the binders list already filtered to this group
  • Edit client group renames it
  • New client entity creates one already attached to this group

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The client entity page

A client entity page showing the Binders, Recurring JEs, Documents, Notes, Users and Settings tabs. Binders, Recurring JEs, and Documents only appear where your firm has Papers.
Entity-level documents are the right home for anything that isn’t tied to one period: the operating agreement, the depreciation schedule, a signed engagement letter. Put it here once and every future binder can see it, instead of re-uploading it each period.

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Settings

Client entity settings showing the Edit client entity card with Name, External ID and Default Client Entity Type, above the Client entity access and Client entity history cards. Edit client entity holds the details:

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When Practice CS owns the record

If your firm syncs client entities from Practice CS, Denari stops being the place to edit them. Name and External ID carry a lock icon, and New client entity is disabled, with the reason on hover:
Managed in Practice CS. Edit it there; the change appears here after the next sync.
New client entities must be created in Practice CS first. They appear here after the next sync.
Everything else on the entity stays editable in Denari. Only the fields Practice CS is the source of truth for are frozen.

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Restricting access to an entity

By default anyone in the firm can access a client entity. Locking one narrows that to a named list, which is how you handle a partner’s own return, an employee’s personal filing, or anything else that shouldn’t be firm-readable.
1

Add the people who should keep access

On the Users tab, add each member. Do this first: locking an entity with nobody on the list locks it to nobody.
2

Lock it

On Settings, under Client entity access, click Lock client entity. Only its binders, documents, and data become member-only.
Once locked, everyone else in the firm sees only the Users tab, with a prompt to ask a member for access. Their requests show up as Pending requests for the members to approve. While an entity is unlocked, anyone in the firm can add themselves with Join client entity.
Only a member of an entity can lock or unlock it. If the button is disabled, add yourself from the Users tab first, or ask someone who is already a member.
Client entity history on the Settings tab records lock, membership, and access-request activity, so there is a trail of who was given access and when.

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Creating them as you go

You don’t have to set a client group and entity up before you need them. Both are creatable inline from the new binder form, so a brand new client can go straight from a phone call to a binder. See Create a binder.