How to Add a New Party in Knuula

Adding a party in Knuula creates a client record that can then be used across contracts, services, and your team's workflow. Here's how to add a new party manually.

1. In the left sidebar, click the Parties icon.
2. From the menu that appears, select Parties (new).
3. In the top right, click Create, then select Add One Party from the dropdown.
4. A Party modal will open. Fill in the key details:
   • CLIENT NAME — the business or individual's name as it should appear on documents.
   • Full Name / First Name / Last Name — the primary contact person's name.
   • Email — the contact's email address.
5. Click Save to create the party.

Please note: The CLIENT NAME, contact name fields, and email are vital for search purposes. Keeping these filled in and accurate ensures you can quickly locate parties across Knuula.

Understanding the tabs

The Party modal is organized into several tabs, each serving a different purpose:

• Profile — The core party information: name, email, entity type, client status, service types, and document types. Start here when adding a new party.
• Fields — Additional custom data fields specific to your firm's setup. Use this tab to fill in extended information like addresses, notes, or any firm-specific details.
• Team — Assign team members to this party, useful for tracking who manages the relationship.
• Services — Link services to the party.
• Files — Attach documents related to the party. Note: many file types can be saved into the party, only PDF files can be attached to a contract to send.