✓ Protected firm onboardingNo workspace is created and no charge is made until verification and checkout.Trust center

FIRM ADMINISTRATION

Create a firm workspace

Configure the firm identity and Team plan that will govern shared documents, templates, members, and signing activity.

1Firm details2Verify account3Activate Team4Invite members

WORKSPACE DETAILS

Set up your firm

These details prepare the workspace. You will confirm your identity and authority before activation.

Firm or organization name

Default jurisdiction

Initial team size

The Team plan includes three seats. Members can be invited after activation.

Billing cadence

Promotion code Optional

Codes are verified securely after sign-in. A valid 100% code activates Team without opening a payment screen.