Begin with the firm name, workspace address, timezone, jurisdiction, and home currency. Activate only the modules the firm will use immediately. Defaults can be refined after the first real workflow reveals what is needed.
- Complete General and Legal and Regional settings.
- Confirm home currency before creating financial records.
- Review Modules and leave unfamiliar optional modules off.
- Invite one internal test member and verify their role.
- Create one real or controlled test matter and complete its basic workflow.
Use Team to invite a member, then Roles and Permissions to decide what that role can view or change. Department membership and matter assignment add narrower context after the firm-wide role is correct.
Do not compensate for a role that is too broad by relying on people to ignore data. Use the permission and matter-access controls.
Create the client or contact, run the required conflict or compliance review, create the matter, assign its team, add a workstream, file a document, record the applicable fee arrangement, and confirm that an expense and a work report can be produced.
This one path tests more of the platform than filling every settings page in advance.