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Manage Firm

See where to verify your email and begin firm workspace setup.

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Manage Firm brings account email and firm setup together. This demonstration account has no verified email yet.

Where to find it Workspace → Manage Firm

About this recording

Recorded September 10, 2026. Edited from genuine product captures, with slow zooms and time to read. Research waiting is omitted. The interface and available material may change.

What you’ll learn

  1. 01

    Begin firm setup

    Manage Firm brings account email and firm setup together. This demonstration account has no verified email yet.

  2. 02

    Prepare a workspace

    Open Create a firm workspace. A verified email is required before this account can create the firm.

  3. 03

    Understand the next step

    Enter a firm name after verifying your email. This guide shows the setup prerequisites; no firm or invitations are created in the recording.

This recording demonstrates setup prerequisites. The demo account has no verified email, so creation and invitations are not demonstrated. Each colleague needs their own appropriate account; sharing case work is handled through Matters.

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Matters

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