Law firms · Getting started
Start a new firm workspace
Set up the core firm profile, team, and first operating defaults after signup.
First pass
Use the onboarding checklist to confirm the firm name, contact details, and primary admin profile. This gives invoices, client portal pages, and outbound emails the right firm identity.
Team setup
Invite attorneys, paralegals, billing staff, and operations users from onboarding or settings. Give each person the narrowest role that fits their work.
What to do next
- Add your first contact.
- Open your first matter.
- Confirm billing contact details before sending invoices.
- Connect payment settings before inviting clients to pay online.