Initial setup checklist
Complete your firm settings before sending anything client-facing.
Confirm your firm name, attorney information, notification email, and signature are correct.
Review branding and engagement template setup before running live client workflows.
Best practice before launch
Run at least one end-to-end internal test before launch.
Submit a test intake, generate an engagement letter, sign it as a client, and verify the executed PDF and pipeline status update correctly.
Why this matters
A short test cycle catches issues with formatting, branding, signatures, and delivery before your firm sends documents to real clients.
That reduces support issues and makes your launch feel much more polished.