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Getting started

Sign up, set up your firm, invite teammates, and create your first file matter.

1. Create your account

  1. 1Go to /sign-up and pick how you want to authenticate — email + password, Google, or Outlook.
  2. 2Choose Business Owner as your role. (Team-member accounts are created via invitation only — see step 3 of this guide.)
  3. 3Enter your firm's name, primary contact email, and (optionally) phone. This becomes your business account.
  4. 4For email + password signups, verify the 6-digit code we send to your inbox. Google and Outlook signups skip this — the provider has already verified your email.

New business accounts go through an approval queue. A platform admin reviews each signup before you gain full app access — typically same day. You'll see a pending-approval screen until then.

2. Configure your business

Once approved, head to Settings → General and fill in the rest:

  • Company info — phone, fax, website, email domain, and full mailing address. Used on documents and invoices.
  • Logo — PNG / JPEG / SVG / WebP, max 2 MB. Appears in the sidebar and on generated documents.

Editing these fields requires the can_edit_business_settings permission, which Business Owner and Business Administrator roles have by default.

3. Invite your team

  1. 1Go to Settings → Team and click Invite Team Member.
  2. 2Enter their email and pick a role: Business Administrator, Lawyer, Assistant, Viewer, or any custom role you've defined.
  3. 3They receive an email with a link. They click it, set a password (for credentials signups) or sign in with their Google/Outlook account, and join the firm.

Need to revoke access? Open the team member's row → ⋮ menu → Remove. Their existing work stays attached to the firm; the user just loses access.

4. Connect your integrations

From the sidebar Integrations page, connect:

  • LTSA — needed to file Web Filing applications, LOTR transparency declarations, and order title searches.
  • Clio Manage (optional) — pull existing matters, contacts, and documents from your Clio account.

5. Create your first file matter

  1. 1Click Files in the sidebar → New file matter.
  2. 2Pick a file type (Purchase, Sale, Refinance, Mortgage Only, Independent Legal Advice, etc.) and enter a file name + number.
  3. 3Fill in the property, parties, and mortgage sections as you go. Apply saved templates from your library to skip retyping common rows.
  4. 4Generate documents, file Web Filing applications, prepare LOTR — all from inside the file matter.

Where to go next

  • Concepts → Roles & permissions — understand who can see and do what.
  • Concepts → Templates — save firm-wide presets for documents, mortgages, and order-to-pay rows.
  • Integrations — full setup walkthroughs for LTSA and Clio.