Getting Started
Welcome to Your Trusted Planner! This guide will help you get started with managing your estate planning practice.
Logging In
- Navigate to your firm's portal URL
- Enter your email and password
- You'll be directed to your dashboard
The Lawyer Dashboard
When you log in, your dashboard shows:
- Stats Overview: Total clients, pending documents, active journeys, upcoming appointments
- Recent Activity: Latest actions across all clients
- Quick Actions: Add clients, create journeys, generate documents
Navigation
The sidebar provides access to all major features:
| Menu Item | Purpose |
|---|---|
| Dashboard | Overview and stats |
| Clients | View and manage all clients |
| Matters | Define your service offerings |
| Journeys | Create and manage workflow templates |
| Documents | View all generated documents |
| Templates | Manage document templates |
| Schedule | Calendar and appointments |
| Profile | Your account settings |
Quick Tips
- Use the search function to quickly find clients
- Set up journey templates to streamline your workflow
- Check your dashboard daily for pending actions