New Firm Checklist

Get your firm up and running in Clasp by working through these setup steps in order. Each step builds on the last so you can manage cases, track time, and serve clients from one workspace.

Activate your account and log in with Google or your email address.
Set up your firm profile, including your workspace name, logo, and address.
Invite your team members in Settings > Firm Users and set their roles and permissions.
Connect your email account through Gmail or Outlook in Settings > Connected Accounts.
Connect your calendar through Google Calendar or Outlook Calendar.
Import your existing documents from Google Drive, OneDrive, or Dropbox into Clasp Drive.
Create your first Case and assign it to a client contact and a Lead Attorney.
Navigate to Settings and Case stages and create all the stages cases will move through in your firm. Go further and customize tasks that are created in each case stage.
Set up an Intake form to capture new client inquiries automatically.
Configure billing settings and complete the billing application to enable invoicing and payments.
Connect a bank account in Settings > Banking to handle trust and operating accounts.
Send your first Client Portal invite from a contact or case record.

Only firm Admins can access and edit firm settings.

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