Overview

Stand up your workspace, verify access controls, and execute first guided workflow in under 60 minutes.

Audience

• Admin
• Lawyer
• Ops

Product Area

Onboarding

Prerequisites

• Tenant activated
• Admin account provisioned

Steps

1. Create baseline workspace

Set segment, default timezone, and document retention policy before inviting users.

1. Run onboarding checklist

Complete identity verification, role assignment, and first matter creation using the onboarding panel.

Expected Result

The Onboarding workflow completes without unresolved validation errors, and the result is visible to the intended roles.

Security and Audit Notes

• Use the least-privileged role that can complete the task.
• Confirm the resulting change or decision appears in the workspace audit trail when the workflow changes customer data or access.

Limits and Preconditions

• Available controls depend on the tenant plan, enabled modules, jurisdiction, and administrator policy.
• If a named control is not visible, confirm entitlement and role access before treating the behavior as a product failure.

Troubleshooting

• Users invited before role model is configured: Define role permissions first, then issue invitations.

Related Articles

• Create Organization and Invite Users
• Set RBAC and Matter Permissions

Escalation

If the documented result cannot be reached after the checks above, capture the workspace identifier, affected product area, timestamp, and a redacted error message, then use Support. Never include secrets, privileged legal content, or customer documents in the initial report.