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User Guide

How to Set Up an Account

This guide walks you through creating a LegalCase account as either a lawyer or a client.

Step 1: Go to Sign Up

  1. Visit LegalCase and click Sign up (or Start Free Trial).
  2. You'll see the account type selection screen.

Step 2: Choose Your Account Type

I'm a Client

Select I'm a Client if you're a client who needs to share events and documents with your lawyer.

  • Linked mode: Your lawyer has invited you. You'll enter a case code and verification code from the email they sent.
  • Solo mode: You're getting started on your own. You can create a case and invite your lawyer later.

I'm a Lawyer

Select I'm a Lawyer if you're an attorney or law firm member managing cases.

  • You'll provide your name, email, bar number, jurisdiction, and law firm details.
  • You can create cases and invite clients after signing up.

Step 3: Complete Registration

For Clients (Linked Mode)

  1. Enter the case code from your lawyer's invitation (e.g., SMITH-2025-001).
  2. Click Send verification code. A code will be emailed to the address your lawyer has on file.
  3. Enter the verification code from that email.
  4. Create your account: email, password, first name, last name, phone.
  5. Accept the terms and click Create account.

For Clients (Solo Mode)

  1. Choose Start on your own.
  2. Create your account: email, password, first name, last name, phone.
  3. Accept the terms and click Create account.
  4. You'll land on your dashboard. You can create a case and add events right away.

For Lawyers

  1. Fill in your personal info: full name, email, password, bar number, jurisdiction.
  2. Fill in your law firm info: firm name, email, phone, address.
  3. Indicate if you're a firm admin or joining an existing firm.
  4. Accept the terms and privacy policy.
  5. Click Create account.

Step 4: Verify Your Email (if required)

If email verification is enabled, check your inbox for a confirmation link. Click it to verify your account before signing in.

Step 5: Sign In

After your account is created, sign in with your email and password. You'll be taken to your dashboard.

  • Clients: See your cases and timeline. Add events or connect to a lawyer if you haven't yet.
  • Lawyers: See your dashboard. Create a new case or manage existing ones.

7-day free trial — No credit card required. Questions? Contact support.