Step 1: Review and save your welcome email
A Customer Success Manager will send you an email welcoming you to the platform.
It will include the following resources:
Your firm's link to Estateably
Please bookmark the link and use it to access the platform going forward.
Training and explainer resources
Link to book an onboarding
This link allows you to schedule 45 minutes to work with a Customer Success Manager on your first file in Estateably.
Step 2: Accept the Estateably invitation
You will also receive an email inviting you to create an Estateably account. Click on the link in the email.
This will take you to Estateably, and you can create a password to complete your signup.
Step 3: Add a credit card
When you first log in to Estateably, there will be banner at the top of the screen indicating you need to add a payment method before creating your first file.
You can either:
a) click the link in the banner, or
b) Click on the Admin Console (gear icon in the top-right), then select Billing Management on the left-hand side menu.
Then, click the "Add" button under "Payment Method" to enter your details.
Step 4: Create your first file
Congratulations, you're ready to get started! You can book your onboarding session with a CSM, or follow the instructions in the linked article to get started: Creating your first file