Get Started

Start with a platform review, then configure client accounts, provider companies, uploads, payments and receipts.

What happens next

Review your current process serving workflow.
Decide who issues receipts and who collects payment.
Set up clients, provider companies and process servers.
Review secure uploads, quotes and receipts before live use.

Production note: Before public launch, rotate exposed API keys, confirm email sender authentication, review receipt/tax wording, and review role permissions.