Create your agency and add your first client

Your agency is the account that everything in Handl lives inside — clients, projects, quotes, and invoices. Setting it up takes a couple of minutes, and adding your first client only requires a company name.

Go to the sign-up page and choose to sign up with email or with Google.
Enter your full name, your agency name, your email address, and a password (or continue with Google, which skips the password step).
If you signed up with email, check your inbox and verify your email address before you can log in. Google sign-in skips this step.
Once you're in, you'll land on a short onboarding flow with three steps: Profile, Agency, and Integrations. If you add your company website, Handl will try to pull in your company details and branding automatically. Any step can be skipped and finished later in Settings.
From your dashboard, go to Clients → Add New Client.
Enter the client's company name — this is the only required field. You can also add an email, phone number, website, business registration number, a primary contact, an accounts contact, additional contacts, and a billing address.
Set the client's portal preferences — whether they can use the AI assistant chat, and how much project detail they can see (from a summary only, through to full task detail).
Save the client.

Good to know

Adding a client doesn't automatically invite them to anything — you invite individual contacts to the client portal later, from the client's page.
Only the company name is required. Everything else can be filled in now or added later.
You can add as many additional contacts as you need for a client (for example, a marketing lead and a finance contact).

FAQs

Can I change my agency name later?
Yes, from your agency settings at any time.

Do I need to invite my client to a portal straight away?
No — you can add a client's details first and send a portal invite to a specific contact whenever you're ready.

What happens if I don't verify my email?
You won't be able to log in until you do — check your spam folder if the verification email doesn't arrive.