For attorneys

Attorney product guide

Onboarding, docket search, marketplace proposals, messages, appointments, and contracts — step by step.

5 min read

Attorney onboarding

After claiming your profile, complete your remaining setup so clients and the marketplace see accurate information about your practice.

Complete onboarding from your dashboard

Attorney dashboard

You have incomplete onboarding steps.

Complete onboarding steps

Profile & practice

Languages & areas

Education & experience

Bio & contact

Calendar sync

1From the attorney dashboard banner, open Complete onboarding steps (or go to Onboarding).
2Fill in profile, practice licenses, languages, and legal practice areas.
3Add education, work experience, bio, and contact information.
4Connect your calendar in Settings → Calendar so clients can book consultations directly.
5Finish remaining tasks — the banner disappears once all required steps are done.

Some steps can be skipped temporarily, but marketplace features work best with a complete profile.
Staff accounts follow a simplified dashboard without the onboarding banner.

Was this helpful?

If you still need help, our support team is happy to walk you through it.

Also see

Marketplace cases, proposals, appointments, and hire requests.