Getting Started

If your firm is already set up and you only need to begin daily work, start with First Day in Assisterp.

Use this guide when you are setting up Assisterp for your firm.

Before you start

• You need an active Assisterp user account for your firm.
• If a setting or workspace area is missing, see Permissions and Visibility.

Sign in

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

If you do not know the sign-in page, ask your firm administrator. If you cannot sign in, select Forgot Password? and follow the recovery steps.

Choose your starting point

After you sign in, pick the path that matches your role:

• Firm owners and administrators should complete the first setup pass below before inviting more people in.
• New team members should use First Day in Assisterp to check the Dashboard, find the main work areas, and open client records.

First setup pass for the firm

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

1. Open Settings from the left sidebar.
2. In Organization, complete the basics: profile, addresses, branding, display settings, and business hours. See Firm Setup.
3. In Employees & Roles, create the roles you need, then add employees. See Employees and Roles.
4. Review WorkFlow Setting, Templates, Lists & Categories, Reminders & Notifications, and Customization in Settings when the basics are in place. See Settings for what each area covers.
5. Add or update client records once your team is ready. See Clients.

What to do next

Continue with Firm Setup to complete the Organization settings, then Employees and Roles to add your team.