Step 1 — Welcome screen
The first screen after signing up asks one question: are you joining an existing firm or starting a new one? If you received an invite, your firm appears immediately — click Accept. If you're starting fresh, click **Create Firm**, enter your firm name, and hit **Create Firm** to continue.
You can be a member of multiple firms. Switch between them from the firm switcher in the settings sidebar.
Step 2 — Firm profile
After creating or joining a firm, a short profile wizard runs. It takes about 90 seconds.
- 1
Enter your full name and role (Attorney, Partner, Operations, etc.).
- 2
Select your primary practice area.
- 3
Review three suggested first actions — import contacts, upload to Briefcase, or run a USPTO trademark search.
- 4
Click Get started — you land in Ask Sque with the suggested actions in a welcome card.
Suggested first actions
Upload a CSV of existing clients to populate your Contacts list immediately.
Drag in your most-used templates or recent documents to make them available to Ask Sque.
Run a trademark clearance search — a good first demo of Ask Sque with a Connectors workflow.
FAQ
Can I skip the profile setup?
Yes — click Skip at any point. You can complete your profile later in Settings → Profile.
How do I invite teammates?
Go to Settings → Users and click Invite. Enter their email — they'll receive an invite link to the Welcome screen.
What if I created the wrong firm name?
Change it any time in Settings → Firm Details.