The onboarding checklist takes your firm from a blank workspace to ready to bill, one phase at a time, and marks steps complete automatically as you do the real thing.
How it works
You'll find it under Onboarding in the sidebar, with three sections: Checklist, Settings, and Permissions. The checklist is organized into phases. Foundation setup comes first: timezone, business hours, firm name, logo, the address your email sends from, email templates, staff accounts and rates, currency, taxes, invoice numbering, and payment methods. Later phases cover your legal field structure, workflow automation, time capture, financial foundations, team roles, a preview of what clients experience, reporting, and governance, plus taking your first matter through end to end.
The best part: many steps complete themselves. Add your first client, create a matter, raise an invoice, or start a timer, and the matching box is checked for you. Settings based steps tick when you save the relevant settings form. You're not maintaining a to do list about your to do list.
- Open the Checklist. A progress card shows your overall percentage, and each phase shows how far along it is.
- Work the foundation phase first. Everything later leans on it.
- Do the actual setup, not just the checkbox. The checklist follows your activity, so completing steps for real is what marks them done.
Progress is tracked per person: your checklist reflects what you've done, not what a colleague finished last Tuesday. There's also a reset control if you'd rather wipe your progress and start clean.
Under Settings you can switch onboarding off for just yourself or for the whole firm, useful once everyone's up to speed. The Permissions section lets you review what each role in your firm can do while you're getting the team organized.
Finish business hours, taxes, and invoice numbering before inviting the whole team. Those settings are much easier to change before there's real data sitting on top of them.