Setting up My Firm

A firm is set up by the Firm Administrator, following the 3 steps below.  Even if you are a sole practitioner, you will want to set up a Firm.  

1.  Select Manage Firm in the Main Menu, then the  button in the upper right corner of the screen. 

2.  Complete the information in My Firm including Firm Name, Address, Description, and Firm Contact Information.  The owner of the account used to set up the Firm will receive the role of Firm Administrator by default.  See ADR Notable for Firm Administrators to learn how to change the person assigned as the Firm Administrator.

3.  Select the button at the bottom of the page.

On the My Firm page, there is a Users box where you can see a User's name and the attached role but this section is not visible until you invite a second person to your firm.  Read more about inviting people to your firm.