Attorney

How do I get started?

Sign up is an easy 3-step process. The steps are independent of one another and can be completed separately.

Step 1: Register your firm (2 minutes)

Click the “Start Free Trial” button on top right, complete the registration and email verification process to log in to your Firm Dashboard.  Note: If you’re an attorney and are using your professional email for registration, you’ll need to switch your email to an admin or general office person’s email before adding yourself as an attorney.

Step 2: Add attorneys (1 minute per attorney)

While logged in to your Firm Dashboard, select Attorneys from the menu on the left and click the blue “Add Attorney” button to add attorneys.  Note: If you are an attorney and you used your professional email during firm registration, you need to replace your email in Settings with an admin or general office person’s email before adding yourself as an attorney.

Step 3: Add and activate cases (2 minutes per case)

While logged into the Firm Dashboard, select Cases from the menu on the left and click the blue “Add Case” button to add a case. Activate a case by changing the status to “On” in the Cases menu.  Note: A welcome email with a link to download the App will be sent to your client.

When will I be billed?

Billing starts 30-days (free trial period) after sign up and continues automatically on the same day every month.

Can I delete a case?

No, cases cannot be deleted. Cases are moved to the Archived Cases section of your Attorney Dashboard after their status is changed to “Off” from the Firm Dashboard.

My client made an entry by mistake. Can it be removed?

Unfortunately, data cannot be altered or removed. The App has measures in place to prevent accidental entries, but we understand errors happen and recommend the correct entry or explanation be made following the mistake. You can mark the incorrect entry as such in the notes section of your Attorney Dashboard.

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