Nagaris organises everything you do for a family or business around three building blocks: client groups, clients and contacts. Understanding how they fit together makes the rest of the platform much easier to navigate.
A client group is the top-level container for a set of related entities — typically a family group or a business group. Engagements, jobs, billing, the entity map and handover all hang off the group. Every client group has:
A Group Name (for example Smith-Family) and a short code (PID) that identifies it across the platform.
A status: Prospect, Onboarding, Active, Lost or Archived.
Its own detail page with tabs for the group itself, its clients, engagements, jobs, the entity map and more.
You will find all groups under Client Groups in the sidebar.
A client is a single legal or tax entity that always belongs to one primary client group. Nagaris supports seven client types:
Sole Trader — a business owned and operated by a single individual.
Individual Tax Return — a single person.
Company — a registered business with shareholders.
Trust — a trust structure that can be managed by individual or corporate trustees.
Partnership — a business structure with two or more partners.
SMSF — a self-managed super fund that can be managed by individual or corporate trustees.
Other Client — anything that doesn't fit the types above (it can be converted to a proper type later).
Clients use the same five statuses as groups (Prospect, Onboarding, Active, Lost, Archived) and each has its own detail page. A client can also appear in additional groups without leaving its primary group — see the article on adding clients.
A contact is a person (or a business contact such as another firm) rather than a tax entity. Contacts live in their own list under Contacts in the sidebar and can be either Individual or Business contacts. One contact record can be linked to many clients and many client groups, each time with one or more roles:
Roles on a client include Director, Secretary, Public Officer, Shareholder, Trustee, Beneficiary, Partner, Power of Attorney, Executor, Solicitor, Individual, Billing and Other, plus any custom role you type in. One contact per client can be flagged as the Primary Contact.
Roles on a client group include Primary, Previous Accountant, Lawyer, Billing and Other, plus custom roles.
Every link between a contact and a client or group must have at least one role. Contacts are also where identity verification and AML checks for people are tracked.
The sidebar lists Client Groups, Clients and Contacts at the top. Hovering over each entry reveals a plus button with a quick add action (New Client Group, New Client, New Contact).
Above the menu there is a quick action button you can trigger with the keyboard shortcut Ctrl+N (Cmd+N on a Mac). Open the arrow next to it to choose between New Client Group, New Contact, Log Timesheet and Compose Message, and click the pin icon on an action to make it your default.
Most of what these articles describe is available to all staff users. Users with a client role (your clients logging into the portal) see read-only versions of the lists: they cannot create, edit, tag, link, export or delete records, and several tabs (for example the entity map) are hidden from them entirely. Some features are also switched on per organisation — billing, mail, AML/KYB and AI features only appear when they are enabled for your firm. If you don't see one of them, contact support to turn it on for your firm.
