Getting started · 5 guides
Set up your firm
Create your firm on Chronica, confirm your email and tell us what you practise, then work through the setup checklist on Today.
Create your firm
You start a free trial from the Chronica website. The plan and billing cycle you picked there are shown at the top of the form. No card is needed for the trial.
- On the welcome screen, click Create your firm.
- Check the trial details at the top. To pick a different plan, click Change plan.
- Enter your Firm name, Your name and Work email.
- Choose a Password of at least 10 characters. A note under the field tells you how strong it is.
- Click Create firm.
Confirm your email
Chronica emails a 6-digit code to the address you gave.
- Open the email and type the code into the boxes on the Check your inbox screen.
- Click Confirm.
You can also click the link in the email. It fills in the code and confirms your email for you.
If the email doesn't arrive, wait for the timer to finish and click Send a new code. If you typed the wrong address, click Change it to go back and correct it.
Tell us about your practice
The next screen, headed Tell us about and your firm's name, sets Chronica up to match the work you do.
- Under What do you practise?, pick every practice area that applies. If yours isn't shown, click Other and search the full list.
- Under How many people work at the firm?, choose a size.
- Click Set up my firm.
As you choose, the We'll set up panel lists what Chronica prepares for you:
- Matter templates for your practice areas, each with stages and starter tasks
- A client intake pipeline with a conflict check and engagement letter step
- An enquiry form for your website
- Starter document templates, such as an engagement letter and a demand letter
- Hearing reminders for clients, by email 7 days and 1 day before
You can change all of it later. When setup finishes, you sign in and land on Today.
Click Skip for now. You can add practice areas and your firm size later under Settings, then Firm profile.
Finish the setup checklist
Until your firm is fully set up, Today shows a Finish setting up your firm bar with a count of the steps done. Each step you haven't done is a link that takes you to the right place:
| Step | What it checks |
|---|---|
| Add your firm details | The firm profile has an office and a contact email |
| Invite your team | At least one other person is in the firm |
| Add your clients | You have at least one client |
| Open your first matter | You have at least one matter |
| Set billing rates | Your default fees are saved |
| Publish enquiry form | At least one form is published |
Done steps turn green. The bar disappears once every step is done.
Next steps
Questions
I closed the page before answering the setup questions
Sign in as usual. You can add your practice areas and firm size in Settings, then Firm profile.
Can I change my plan during the trial?
Yes. A firm admin can switch plans at any time. See Your plan and subscription.