Set up your firm
The one-time setup flow names your firm and prepares your tenant so your team can begin working immediately.
Who this is for: Firm owners configuring a new workspace
After your first sign-in, the setup flow establishes your firm as a tenant in Truidian. This is where your firm name and identity are captured so the workspace reads as yours from the first screen.
- 1Provide your firm name and basic identity details.
- 2Confirm to create your firm tenant.
- 3Continue into the attention dashboard to begin working.
One tenant per firm
All matters, clients, files, and billing belong to your firm tenant. Data is never shared across firms.
Related guides
Register with your work email and password to reach your firm workspace, or sign in to return to it.
Firm settings configure your firm's identity and workspace-wide preferences.
Access is scoped to your firm and shaped by role, so people see what their responsibilities require.