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Law Firm Onboarding

Account Creation and Setup

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Onboarding

 

Once you have selected your subscription option and verified your email address, you can access your new law firm account.

 

Configure Company

 

Other Customized Options

  • Company Name
  • Company Address
  • Company Website
  • Company Logo (optional)
 

Configure Attorneys

  • Add additional attorneys (if necessary)
  • Attorneys sign in and connect their calendars (if applicable)
  • Determine each attorney’s appointment length and price.
 

Configure Initial Questions

 
  • Select Sequence questions that are applicable for your firm (turn off those that do not apply)
  • Connect attorneys to relevant Immigration sequences