Guides · Onboarding
Onboarding
Start here
Ten minutes from signup to a Home that shows what needs your attention.
Create your practice
Sign up with practice name and your email. Pilot is free — Solo plan and General pack are fine to start.
You land on Home. It stays empty until you bring work in.
Choose your path
Have a matter spreadsheet? Home → Import CSV (or Engagements → Import). Download the sample file if you want column examples.
Starting fresh? Add one client job: client name, title, due date. That is enough for week one.
Make Home yours
After import or first job, Home shows overdue, due today, and outstanding when due dates and fees exist.
Press / to capture a note or task on a job. When Home is trustworthy, stop updating the old Excel for active work.