Seamlss organises your firm’s data using three key concepts: Contacts, Clients (entities), and Groups. Understanding how these work together is essential for getting the most out of the platform.
Overview #
In previous versions of Seamlss, a “client” represented both the person and the business entity in a single record. The updated model separates these into three distinct concepts, giving your firm more flexibility and accuracy when managing client relationships.
Contacts #
A Contact is a person – an individual with a name, email address, and phone number. Contacts are the people your firm communicates with.
Key things to know about contacts:
- A contact can be linked to one or more clients (entities)
- The first contact added to a client becomes the Primary Contact – this is the person who receives requests, notifications, and communications
- Identity verification is completed at the contact level
- You can manage contacts from Client Management > Contacts
To add a contact, go to Client Management > Contacts and select the Add tab. Enter their first name, last name, email address, and mobile phone number.
Clients (Entities) #
A Client in Seamlss represents a business entity or structure. When you add a client, you select an entity type that matches the client’s business structure.
Available entity types include:
- Individual
- Company
- Sole Trader
- Partnership
- Trust
- Trust with Trustee Company
- SMSF (Self-Managed Super Fund)
- Unit Trust
- Not for Profit
- Estate
- Club or Society
- Government Entity
- Other
Each client has a Primary Contact who is the main point of communication. You can view and manage clients from Client Management > Clients.
Tip: If you are adding a client who is a second spouse or an individual without an ABN, select “Individual” as the entity type. This avoids ABN requirement prompts during onboarding.
Groups #
A Group is a way to organise related clients together. For example, you might group all entities belonging to the same family or business group.
Groups are useful for:
- Organising clients that share common ownership or management
- Viewing related entities at a glance
- Streamlining how you manage multi-entity client relationships
You can create and manage groups from Client Management > Groups.
How They Work Together #
Here is how the three concepts connect in practice:
- A Contact (e.g. John Smith) is the person you communicate with
- John may be the primary contact for multiple Clients (e.g. “Smith Family Trust”, “John Smith – Individual”, “Smith Holdings Pty Ltd”)
- All of these clients can be placed into a Group (e.g. “Smith Family Group”)
When you send a request, Seamlss sends it to the Primary Contact on the client record. That contact then completes the requested items for that specific entity.
Navigation #
All three sections are found under Client Management in the left-hand menu:
- Client Management > Clients – view, add, and manage entity records
- Client Management > Contacts – view, add, and manage contact records
- Client Management > Groups – view, add, and manage client groups
Related Guides #
- Managing Contacts
- Adding Clients to Seamlss
- Managing Groups
- How to Send a Client Request
- Understanding the Requests Dashboard
Need help? Visit our support page or email [email protected].
