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Getting Started

3 guides

Quick guides for new firms to launch fast.

Jump to guide:Account RegistrationBasic Setup & LaunchImporting Clients & Matters

Getting Started Guides

1

Account Registration

Create your firm's workspace in under two minutes — no IT required.

Step-by-step instructions

  1. 1
    Sign up with email or Google

    Enter your work email on the signup page. No credit card is needed — every account starts with a 14-day free trial.

  2. 2
    Name your firm

    Use your registered firm name as it appears on your Bar enrollment so invoices and letterheads match.

  3. 3
    Set your timezone and calendar

    Pick Asia/Kathmandu and enable both BS and AD calendars so tareeks always show in the format each user prefers.

  4. 4
    Invite your first teammate

    Add one colleague as an admin so someone else can reach the workspace if you're in court.

2

Basic Setup & Launch

Five settings that take a new workspace from empty to live.

Step-by-step instructions

  1. 1
    Add your first client

    Create a client profile with phone and address — this unlocks matters, documents, and billing for them.

  2. 2
    Open your first matter

    Pick the matter type, set the pipeline stage, and record the first tareek if the case is already filed.

  3. 3
    Connect a bank account

    Add operating and trust accounts separately. Trust money must never mix with office money.

  4. 4
    Load your letterhead

    Upload your logo and firm details once — every invoice, notice, and agreement inherits them automatically.

  5. 5
    Run a test invoice

    Log 15 minutes of time, generate the invoice, and void it. You're now ready for real billing.

3

Importing Clients & Matters

Move from Excel, CSV, or another practice tool without retyping.

Step-by-step instructions

  1. 1
    Download the template

    Use our CSV template with columns for name, phone, matter type, and status so the import maps cleanly.

  2. 2
    Clean duplicates first

    Merge duplicate client spellings in your sheet — imports create exactly what you upload.

  3. 3
    Upload and map fields

    Match your columns to KanunSoft fields on the preview screen before confirming.

  4. 4
    Verify with a report

    Run the client list and matter pipeline reports after import and spot-check five records.

Explore Other Topics

Matters & Clients

Clients, conflicts, intake, and matter pipelines.

View guides

Court Calendar

Tareeks, deadlines, and BS + AD date tracking.

View guides

Billing & Trust

Time, NPR invoices, retainers, and trust ledgers.

View guides