> ## Documentation Index
> Fetch the complete documentation index at: https://help.lexfill.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Quickstart

> Set up your firm and send your first client intake

## 1. Create your account

Sign up at [app.lexfill.app](https://app.lexfill.app). During onboarding you'll set up your firm — name, details, and optionally your logo and brand colors, which are applied to everything your clients see.

<Tip>
  Your firm also has a public **lead form** that works with zero configuration —
  prospects who fill it out land on your [Leads pipeline](/guides/leads) with
  screening answers attached, ready to convert into clients. The link is
  waiting for you on **Settings → Lead form**.
</Tip>

## 2. Invite your team

From **Settings → Team**, invite colleagues by email. Teammates get a trimmed onboarding flow and join your firm's shared workspace — every member of the firm can see and act on all clients and intakes.

## 3. Add a client and send an intake

1. Create a client from the console.
2. Choose the case type and form (for example, I-485).
3. Send the intake link — clients don't need an account to start; the link is secure and expires after 7 days.

<Note>
  Moving an existing matter in? Choose **Upload documents** on **New client**
  instead. Drop in the passports, green cards, and worksheets you already hold —
  Lexfill reads them and proposes the client's identity and case type for you to
  confirm, and your client is never contacted. See [Import an existing
  matter](/guides/clients-and-intakes#import-an-existing-matter).
</Note>

<Tip>
  Use **Preview chat** on any intake to walk through the exact questionnaire your
  client will see, without saving anything.
</Tip>

## 4. Track progress and review answers

The client's answers appear on their profile as they progress. When the intake is complete:

* Review answers on the **Forms** tab, organized as an attorney worksheet and client questionnaire.
* Check uploaded documents on the **Documents** tab and approve or reject each one.
* Generate the filled PDF when everything looks right.

## Next steps

<CardGroup cols={2}>
  <Card title="Clients & intakes" href="/guides/clients-and-intakes">
    Multiple intakes per client, previews, and intake languages.
  </Card>

  <Card title="Integrations" href="/guides/integrations">
    Connect Clio to import contacts and push completed work back.
  </Card>
</CardGroup>