Getting Started with VerdictFlow

Welcome to VerdictFlow! This guide will help you get up and running in just a few minutes.

What is VerdictFlow?

VerdictFlow is a referral management platform designed specifically for law firms. It helps you:

• Manage leads from multiple sources in one place
• Build your referral network with trusted partner firms
• Send and receive referrals with a streamlined workflow
• Track fee sharing agreements with automated document generation and e-signatures
• Automate referral distribution with Referral Automation rules
• Create intake forms with the drag-and-drop form builder

Quick Start Checklist

Here's what you'll do to get started:

1. Create your account - Sign up and verify your email
2. Set up your firm profile - Add your firm name, logo, and contact details
3. Invite your team - Add colleagues and assign roles
4. Add your first lead - See how lead management works
5. Explore the dashboard - Get familiar with your metrics and pipeline

System Requirements

VerdictFlow is a web-based application that works in any modern browser:

• Google Chrome (recommended)
• Mozilla Firefox
• Microsoft Edge
• Safari

No software installation is required. Simply log in from any device with internet access.

Getting Help

If you need assistance at any point:

• Documentation - You're already here! Browse our guides for detailed instructions.
• In-app support - Click the help icon in the bottom right corner of any page.
• Email support - Contact us at support@verdictflow.com

Next Steps

Ready to dive in? Start with Creating Your Account to begin your VerdictFlow journey.