Attorney product guide

Onboarding, docket search, marketplace proposals, messages, appointments, and contracts — step by step.

5 min read

Attorney onboarding

After claiming your profile, complete your remaining setup so clients and the marketplace see accurate information about your practice.

How it works

1. From the attorney dashboard banner, open Complete onboarding steps (or go to Onboarding).
2. Fill in profile, practice licenses, languages, and legal practice areas.
3. Add education, work experience, bio, and contact information.
4. Connect your calendar in Settings → Calendar so clients can book consultations directly.
5. Finish remaining tasks — the banner disappears once all required steps are done.

Good to know

• Some steps can be skipped temporarily, but marketplace features work best with a complete profile.
• Staff accounts follow a simplified dashboard without the onboarding banner.

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