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Open the sign-up page, enter your firm name, plan, email and a password, then choose Create account and confirm your email from the link we send.

You create one account for your firm, and you are its first admin.

  1. 1 Open the sign-up page.
  2. 2 Under Your firm, enter your Firm name. Your clients see this name on the requests you send. You can set a different display name later.
  3. 3 Choose your Kind of practice. This is optional. It decides which starter template your account begins with.
  4. 4 Under Your plan, choose Solo, Firm or Institution. The first 30 days are free on the plan you pick. No card is needed. The plans differ in the number of seats they include.
  5. 5 Under Your sign-in, enter Your email. Then choose a password in Password and type it again in Confirm password. The page shows what the password needs as you type.
  6. 6 Choose Create account.

We then email a confirmation link to the address you entered. Until you confirm your email, the account shows only the confirmation screen. If an account with that email already exists, the page tells you to sign in instead.