The guides
Four guides, in the order a new firm needs them
Start with the User Guide. If you run the firm, the Admin Guide covers invitations, integrations, billing and compliance; the two setup runbooks are for whoever connects the services.
User Guide
Step-by-step instructions for every feature — clients, cases, documents, AI, billing and the Spanish registries.
Admin Guide
For firm directors: invite the team, connect integrations, branding, backups, compliance and billing.
Integrations Setup
The in-app connection wizards — Claude, WhatsApp, Holded, Stripe, Google and more, in a few clicks.
API Keys Setup
A provider-by-provider runbook for every integration key, with the exact env var and where it goes.