Set up your firm workspace

A new workspace starts with a 14-day trial of everything, with no card needed. This guide takes you from an empty workspace to one your team can use.

1. 1

   Create the workspace

   Sign up and create your workspace. Choose solo if you practise alone (one seat), or firm if you have a team. You can start solo and switch to a firm later.

2. 2

   Add your firm's details

   Open Settings, then the Firm tab. Add your firm's name, logo and details. These appear on the documents and statements you send.

3. 3

   Invite your team

   In the Firm tab, invite advocates and staff by email and give each a role. The number of seats depends on your plan. The owner and admins can invite people.

4. 4

   Choose what each person can open

   For each member, choose which areas they can use: casework, Bahas and reports. You can change this later from the same tab.

5. 5

   Secure the owner account

   Turn on two-factor sign-in with an authenticator app, and keep the backup codes somewhere safe. Do this for the owner account first.

6. 6

   Start working

   Add your first client and your first case. The next guide walks through it.