---
title: Client Management | Knowledge Base
description: Client Management
---

[Skip to content](https://help.legacyshield.com/en/knowledge/client-management#main-content)

![Logo - Inline - Dark](https://help.legacyshield.com/hs-fs/hubfs/Social%20Media%20Images/SBLI-Logos/Logo%20-%20Inline%20-%20Dark.png?width=214&height=40&name=Logo%20-%20Inline%20-%20Dark.png)

Open main navigation

Close main navigation

 Hello. How can we help you?

- There are no suggestions because the search field is empty.

1. [Knowledge Base](https://help.legacyshield.com/en/knowledge)
2. [Client Management](https://help.legacyshield.com/en/knowledge/client-management)

# Client Management

- [Remove a Client](https://help.legacyshield.com/en/knowledge/how-to-remove-a-client-and-get-a-seat-back)
- [Delay Invitation](https://help.legacyshield.com/en/knowledge/what-does-delay-invitation-mean)
- [Link Items](https://help.legacyshield.com/en/knowledge/link-documents)
- [Add Clients to Advisor Account](https://help.legacyshield.com/en/knowledge/how-to-add-a-client)
- [How Advisors Share Items with Clients](https://help.legacyshield.com/en/knowledge/share-items)
- [Add Client Documents and Share](https://help.legacyshield.com/en/knowledge/add-documents-to-client)
- [Manage Your Client List](https://help.legacyshield.com/en/knowledge/can-i-organize-my-client-list)

See less ▼

- [Getting Started](https://help.legacyshield.com/en/knowledge/getting-started)
- [People](https://help.legacyshield.com/en/knowledge/people)
- [Storing Information](https://help.legacyshield.com/en/knowledge/storing-information)
- [FAQ](https://help.legacyshield.com/en/knowledge/faq)
- [Help for Advisors and Professionals](https://help.legacyshield.com/en/knowledge/help-for-advisors-and-professionals)
- [Security](https://help.legacyshield.com/en/knowledge/security)
- [Messages](https://help.legacyshield.com/en/knowledge/messages)
- [Insurance](https://help.legacyshield.com/en/knowledge/insurance)
- [Client Management](https://help.legacyshield.com/en/knowledge/client-management)
- [Sharing](https://help.legacyshield.com/en/knowledge/sharing)
- [Estate Planning](https://help.legacyshield.com/en/knowledge/estate-planning)

Copyright ©2026, LegacyShield® All rights reserved.