Assisterp Help Center
Find guidance for setting up your firm, managing clients, coordinating work, and keeping billing and documents organized.
Use this help center to learn the core areas of Assisterp. The first setup articles are available now; additional workflow articles will be added after each area is verified against the product.
Start with the verified setup guides, then move into the daily work areas as each article is reviewed:
- Getting Started: orient yourself in Assisterp and choose the first setup tasks.
- Firm Setup: complete the organization settings that affect your firm workspace.