Set up your firm
An eight-step checklist that gets a new firm ready for real work. It shows on the Dashboard for new firms and always lives in Settings.
The checklist shows your progress ("3 of 8 done · next: Bank accounts") and ticks each step off by itself as the work gets done. Click a step to go straight to the right place.
| Step | What it asks for | Ticked when |
|---|---|---|
| Firm details | Address, phone and email for your letterhead | There's an address and a phone number or email |
| Logo and colour | Your logo and one brand colour on documents | Both a logo and a colour are set |
| VAT | Say whether the firm is VAT registered | The VAT setting has been saved |
| Bank accounts | Trust and business accounts, printed on invoices and statements | Both accounts have account numbers, or reconciliation is set up |
| Lists | Referral sources, third-party payers, expense categories | At least one entry exists |
| Team | Add your attorneys and staff | There are at least two active members |
| First client and matter | Open your first matter | The firm has a matter |
| Client portal | Share a portal link with a client | A portal link has been created |
Hide it from the Dashboard with ×; it stays here, with a link to show it on the Dashboard again. When every step is done it reads "All done. Caseo is ready for real work."
Check the VAT step even if it is already ticked: new firms start as not VAT registered at 15%. If your firm is a VAT vendor, switch it on under Invoicing.
Something unclear or out of date? Email hello@caseo.co.za.