Right now we create multiple clients for the same contact (e.g. an individual + businesses/entities). This requires creating each one separately, then going back into each to attach it to a group. There's no way to do this in one pass.

This is a common workflow: when someone sets up multiple entities for one contact, they're almost always doing it back-to-back at the same time with the intent to group them together. The current process forces three disconnected steps for what's really one action.

Improvement:

From an existing client's profile, add an "Add related client" action that lets you create additional entities (individual, business, trust, etc.) tied to that same contact.

Let the group be created or selected in the same flow, instead of as a separate edit-after-the-fact step

One final submit creates all the clients and the group together