Back to Documentation
Quick Start Guide
Get your LawBridge CRM account set up and running in just a few minutes.
Step 1: Create Your Account
- Visit lawbridgecrm.com/sign-up
- Enter your email address and create a password
- Verify your email address by clicking the link sent to your inbox
- Complete your profile with your name and contact information
Step 2: Set Up Your Organization
- Click "Create Organization" when prompted
- Enter your law firm's name
- Select a pricing plan (start with a 14-day free trial)
- You'll be redirected to your new dashboard
Step 3: Add Your First Client
- Navigate to Clients in the sidebar
- Click the "New Client" button
- Choose between Individual or Corporate client type
- Fill in the client's details (name, email, phone)
- Click Save to create the client profile
Step 4: Create Your First Matter
- Navigate to Matters in the sidebar
- Click "New Matter"
- Enter the matter title and select the type (e.g., Civil Litigation)
- Link it to the client you just created
- Add any relevant notes or description
- Click Save
Step 5: Invite Team Members
- Click on your organization name in the top-left corner
- Select "Manage Organization"
- Click "Invite Members"
- Enter the email addresses of your team members
- They'll receive an invitation to join your organization
🎉 You're All Set!
Congratulations! You've completed the basic setup. Explore the dashboard to discover more features like calendar scheduling, invoicing, and the customer support widget.