Two record types
Xenora keeps two distinct record types so your team uses the right one without thinking about it.Client
An individual person. Stored with first name, last name, email, mobile, and optional notes.Use for cases with a specific human — employee onboarding, individual ITR filer, loan applicant.
Entity
An organisation. Stored with registered name, entity type (Pvt Ltd, LLP, Partnership, Proprietorship, Trust, HUF), PAN, GSTIN, CIN, address, and associated directors or partners.Use for cases with a company — statutory audit, GST filing, company incorporation.
Why this matters
No duplicate work
Add a client or entity once. Every case for them pre-fills the contact and identifier fields automatically.
Audit-ready records
Each entity carries its PAN, GSTIN, CIN, and director/partner list in one place. Audit pulls are a search away.
Multi-case view
Open a client or entity to see every case ever run for them — status, deadline, assignee, all at a glance.
Adding a client
1
Open Entities & Clients
Click Entities & Clients in the side menu, then switch to the Clients tab.
2
Click Add Client
A short form opens — name, email, mobile, notes.
3
Save
The client is added to your list and immediately available when creating a new case.
Adding an entity
1
Open Entities & Clients
Click Entities & Clients in the side menu, then click New Entity.
2
Pick the entity type
Choose Pvt Ltd, LLP, Partnership, Proprietorship, Trust, HUF, or another type. The form adapts — for example, CIN appears only for entity types that have one.
3
Fill in identifiers and contact
Add the registered name, PAN, GSTIN/CIN if applicable, registered address, date of incorporation, and contact email/mobile.
4
Add associates
Add directors, partners, or trustees as associates. Each associate links to a Client record — so the same person can be a director of one entity and a partner of another, without duplicate data.
5
Save
The entity is added to your list and ready to be linked to cases.
Using entities and clients in cases
When you create a case, pick an existing entity or client from the relevant dropdown on the case form. The case inherits the contact details and identifiers automatically. If the entity or client doesn’t exist yet, you can also add a new one right from the case form — it’s saved to your list at the same time.Search
The page has separate searches for each tab:- Clients tab — search by name, email, or mobile.
- Entities tab — search by name, PAN, or GSTIN.
Edit and delete
Open any record to update it. Records that aren’t tied to any case can be deleted; records with cases attached can’t — close or cancel the related cases first.Edit and delete are available to Editor and Admin roles. Read users can view records but can’t make changes.