Orientation
Sign in, find your way around the menu, meet the Workflow dashboard. Start →
Firm Docs
Everything your firm needs to run its practice on Fola — clients, cases, jobs, filings, and your branded client portal, all on your own workspace.
Getting started
Section titled “Getting started”New to the workspace? Start here. Each page is a short, task-focused read that walks you through one part of running your firm on Fola.
Building your team
Invite attorneys, paralegals, and admins. Pick the right role. Read →
Your first client
Add a client, send an intake link, watch their answers land. Read →
Your firm brand
Organization details, logo, letterhead, email and consent templates. Read →
Credentials for everyone
Bar numbers and paralegal credentials that flow into signature blocks. Read →
Working with a client
Section titled “Working with a client”The client-detail page is where most of the work happens. Every client has the same set of tabs — a structured record, a document vault, a case, and a full activity trail.
The client page
A tour of every tab: Identity, Documents, Emails, Case, and more. Browse →
Cases & filings
Deadlines, evidence, form fill, and e-signature — all under the Case tab. Read →
Tools & administration
Section titled “Tools & administration”Day-to-day tools
Creating a job, your task inbox, the Workflow dashboard, and mandamus jobs. Browse →
The client portal
Turn on your branded portal so clients can message you and share documents. Read →
Administrative
Organization, members and roles, billing, templates, and security. Browse →
Troubleshooting
Sign-in trouble, missing clients, upload snags, and where to get help. Browse →