Sign up and set up your firm

Start the free trial, then let the guided setup bring in your team, clients and checklists.

1. Open Start a free trial. Give your firm's name and city, your name and your work email, read the terms of service, the privacy notice and the data processing agreement, and accept them.
2. Open the link in the email to set your password. Partners then set up two-factor sign-in with an authenticator app.
3. The setup has seven steps: firm details, team, clients, checklists, messaging, plan and finish. Only firm details must be confirmed; you can skip the others and come back.
4. In Checklists you see the first period before anything opens. Nothing goes to any client until you press Finish.
5. Finish opens the first checklists and takes you to Today. A Getting started card there lists what is left.