If you are new to CaseScribe and your firm or organization does not already have a CaseScribe account, the first step is to schedule a demo and onboarding call with the CaseScribe team.
The demo and onboarding process allows our team to help establish your organization and make sure your initial account is set up correctly.
How to Get Started
Schedule a demo with CaseScribe.
A demo and onboarding call is required when setting up a new CaseScribe organization.Complete the organization setup and verification process.
The CaseScribe team will work with you to establish your organization and verify the initial organization administrator account.Set up your administrator account.
Once your organization and administrator account are ready, you will receive the information needed to complete your CaseScribe account setup and access the platform.Manage additional users.
After your organization is established, the organization administrator can manage access for other members of the organization, including inviting additional users.
Already Part of an Existing CaseScribe Organization?
If your firm or organization already uses CaseScribe, you do not need to schedule a separate demo to create your individual user account.
An administrator for your organization can invite you to CaseScribe from User Management. You will receive an invitation email with instructions for creating your password and setting up two-factor authentication (2FA).
New Organization vs. New User
It is important to distinguish between these two setup processes:
New organization: Schedule a demo and onboarding call with CaseScribe so the organization and initial administrator account can be established and verified.
New user in an existing organization: Contact your organization administrator and ask them to send you a CaseScribe invitation.
If you are the owner or administrator of a firm that has never used CaseScribe before, schedule a demo to begin setting up your organization.