Get started

Set up your firm in a few minutes.

Here’s exactly what happens after you continue — no surprises, and you can bring your data in (or take it out) whenever you like.

1

Secure checkout

Starter and Professional open a Stripe Checkout session. Enterprise routes to our team for a scoped setup.

2

Create your firm

You’ll sign in and set your workspace — firm name, logo, colors, and the domain your client portal runs on.

3

Open your first matter

A guided first run walks you through a client, a matter, and an engagement letter out for signature.

4

Invite team & clients

Add colleagues with roles, then invite clients into the branded portal to upload, sign, and pay.

Starter and Professional continue to Stripe’s secure checkout. Your card details never touch our servers.