Getting Started

Use this guide when your firm is new to Assisterp and you want a practical order for the first setup pass.

Before You Start

• You need an active Assisterp user account for your firm.
• Your available menu options depend on your role and permissions. If you do not see a setting or workspace area, ask a firm administrator to review your access.

Sign In

1. Open your firm’s Assisterp sign-in page.
2. Enter your email address and password.
3. Select Login.

If you cannot sign in, select Forgot Password? from the sign-in page and follow the recovery instructions.

Find Your Way Around

After you sign in, Assisterp opens the firm workspace. Start with Settings when you are preparing the firm, then move into the daily work areas your team uses most often:

• Use Dashboard to get oriented.
• Use Clients when you are ready to work with client records.
• Use task, meeting, calendar, time, workflow, billing, and communication areas for day-to-day work.
• Use Help when you need to send feedback or ask for support.

The exact options you see can vary by firm setup and access level.

First Setup Order

Set up the firm before you invite more team members into daily work.

1. Open Settings.
2. Complete Organization setup first: profile, addresses, branding, display settings, and business hours.
3. Review Employees & Roles so team members have the right access before they start working in client records.
4. Review workflow, template, list, and billing settings only after the core firm information is correct.
5. Add or update client records once your team understands where clients, tasks, workflow, billing, files, notes, and communication live.

What Happens Next

Continue with Firm Setup to complete the organization settings. After that, review Employees and Roles before moving into client records, workflow, billing, or document setup.