Getting started

Welcome to your firm’s Fola workspace. This guide gets a new staff member from “I just got access” to “I’m running real cases” in a handful of short reads. Each page is roughly five minutes to read and ten to do.

Your workspace is white-labeled: it runs at your firm’s own branded host, carries your firm’s name and logo, and every client-facing email and document goes out under your brand — not a generic vendor’s.

The shape of the workspace

Once you sign in you land on your personal workspace. Three things frame everything you’ll do:

• The branded topbar carries your firm’s name and logo, a client search box, a dark/light theme toggle, and the menu button.
• The nav menu (top-right) fans out every place you can go: New client, Workflow, New job, My tasks, Mandamus jobs, My Credentials, Administrative, Help & support, and Take the tour.
• The workspace body shows your day-to-day — clients, jobs, and tasks waiting on you.

Who this guide is for

The setup pages (team, brand) are written for a firm owner or admin. If you’re an attorney or paralegal who was just invited, start with Orientation — your admin will already have handled the firm-wide pieces.

Your first-week checklist

Orientation

Sign in, learn the topbar and nav menu, find the Workflow dashboard, set your theme. Start →

Building your team

Invite each attorney, paralegal, and admin and pick their role. Read →

Your first client

Add a client, understand the Identity record, send an intake link. Read →

Your firm brand

Adjust organization details, logo and letterhead, email and consent templates. Read →

Credentials for everyone

Bar numbers and preparer credentials that flow into every signature block. Read →

Where to go next

If this is your first time signing in, head to Orientation. If you’re setting up the firm, work top to bottom through the checklist above.