Start here

From signup to a Home that shows what needs your attention — then 30 days to make it the living list.

4 minute read

Create your practice

Sign up with practice name, your email, and a mobile number. Phone is required: Kenya (+254 or 07…) bills M-Pesa in Ksh; any other country code bills card in USD.

Pilot is 30 days free. Solo plan and General pack are fine to start — change both in Settings later.

You land on Home. It stays empty until you bring work in.

Choose your path

Have a matter spreadsheet? Home → Import. Download the ingest pack, copy live work onto those sheets, then upload the workbook.

Starting fresh? Add one client job: client name, title, due date. That is enough for week one.

If the spreadsheet is a mess of merged cells and notes in the margin, import what maps cleanly — or sit with someone and do it together. Do not retype the whole practice from memory.

Make Home yours

After import or first job, Home shows overdue, due today, waiting, and — for owners and professionals — who owes you plus cash in and out this month.

Open a job: the file, the team, and the money sit on that one record. Press / to capture a note or task. When Home is trustworthy, stop updating the old Excel for active work.

When the pilot ends, the owner pays in Settings. After a short grace, writing locks until you subscribe — Settings stays open, and nothing is deleted.