How to setup a business account in aiLegal?

Estimated time needed: 10 minutes

Role required: Administrator

Administrator user has rights to set up a business' account and setting. It takes approximate 10 minutes to set up your business in aiLegal. Here are the step by step instructions.

• Step 1: Login to aiLegal portal and click "Admin" to start business account and setting.

• Step 2: Click "Company" in "Account and Setting" and complete company information and company signer's information. Remember to click "Save" button upon your completion.

• Step 3: Add/Update your credit card payment information for the business.

• Step 4: Select/Edit subscription plan for the business.

• Step 5: Follow the article here to set up payment gateway to collect payments.

• Step 6: Set up branding for your business.

• Step 7: If the business is in service industry, you can set up the hourly rate of billable team members for the business.

• Step 8: You can also invite and manager other users in your business. As an administrator user, you have rights to add users, edit users, delete users, suspend users, and search users.

Congratulations!!! You are all set to get your business running!