Your firm, your next step
Set up your firm’s workspace.
Start with one service.
Start with the Legal Practice workspace for general practice operations. Then define the first preparation service you want to delegate, using your standards and review.
Your starting direction
- Service
- Choose one familiar service
- Fee exploration
- To choose with your firm
Only these two choices carry to this page. Your downloaded starting brief holds your notes and economic assumptions; it is not imported automatically.
Return to create or save your brief ↗From setup to a first useful result.
- Bring a service plan, if you made one.
The optional starting brief contains proposed inputs, a packet outline, review decisions and your financial assumptions. You can also define these in your workspace.
- Choose the correct firm workspace.
Use your existing workspace, or follow the Legal Practice launch to review the starter, sign in and confirm the current offer. A second lawyer should join the same firm workspace through an invitation.
- Make the service specific.
Add the nonconfidential brief to the workspace’s context, then define the ordinary scope, source requirements and reviewer. Confirm actual data handling and permissions before adding client materials.
- Choose what work to authorize.
Review the plan, applicable retail rates, funding and spending controls. Funding a wallet and approving work are separate decisions. Check the scope of any spending limit.
- Review, measure and repeat.
Inspect and correct the prepared work. Record all lawyer involvement and settled usage. Decide whether the accepted service is worth repeating with fresh materials.