Managing Clients
Learn how to add and manage your clients in ComplyPost. Set up contacts, configure matching rules, and control how letters are delivered.
Adding a Client
Go to the Clients page
Click Clients in the sidebar. This page shows all your registered clients with their letter counts and contact details.
Acme Trading Ltd
12 letters
Birchwood Consulting Ltd
4 letters
Cavendish Property Ltd
9 letters
Dunmore Logistics Ltd
2 letters
Add a new client
Click Add Client to open the new client form. Enter the following:
- Company name — The registered company name.
- Company number — The Companies House registration number (optional but recommended).
- Contact email(s) — Email addresses where letters should be delivered.
Tip
Adding a Companies House number improves letter matching accuracy, as the AI can cross-reference it with letter content.
Set up contacts
Each client can have multiple contacts. Add contacts who should receive letters, and choose which types of letters each contact should get.
Acme Trading Ltd
12 letters
Birchwood Consulting Ltd
4 letters
Cavendish Property Ltd
9 letters
Dunmore Logistics Ltd
2 letters
Client Portal
Each client can also access their letters through a Client Portal — a secure, branded web portal where they can view and download their correspondence.
You can enable the client portal per client, and customise the branding with your firm's logo and colours.
Your correspondence
HMRC — Self Assessment statement
14 Aug 2026
Companies House — Confirmation statement reminder
02 Aug 2026
Barclays — Account notice
28 Jul 2026
Bulk Import
If you have many clients to add, you can use the address lookup tool to search for companies by name or number and add them quickly. You can also import client lists from CSV files.