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You create an account, confirm your email, give your firm's contact details, and then send your first request.

You start with one account for your firm. Everything after that is set-up for your first request.

  1. 1 Create your account. You enter your firm name, a plan, your email and a password. You can also choose a kind of practice, which decides the template your account starts with.
  2. 2 Confirm your email. Until you do, the account shows only the confirmation screen.
  3. 3 Set your firm's name and contact details. You cannot create a request until you give a grievance contact name and email.
  4. 4 Add your logo. Your clients then see it on the pages they open from your links.
  5. 5 Invite a colleague. They join from the link we email them.
  6. 6 Send your first request. You send each person their own link from the request page.
  7. 7 Open Home. It shows what is waiting on you once people respond.

If sign-in goes wrong, these pages cover it:

For example

Amaltas Deshmukh & Co creates its account on 1 July 2027. The confirmation link we email works for 24 hours, so it stops working on 2 July 2027. Amaltas Deshmukh & Co confirms its email the same day and then invites a colleague. The invitation link works for 7 days, so it stops working on 8 July 2027.