In this article, we’ll guide you through setting up your account and starting your trial so you can start exploring the platform. We’ll also cover adding additional users and choosing the subscription level that best fits your needs.
Contents
Getting Started with Docketwise
1. Navigate to Docketwise's Sign-Up Page.
2. Once on the Sign-Up Page, complete all fields and select the Create Account button.
3. After selecting the Create Account button, you will be receive an email from no-reply@docketwise.com to confirm your account and finish completing your account setup.
4. From the email, select the Setup My Account button, where you'll be directed to complete your account setup.
5. After selecting the Setup My Account button, you will be redirected to the Account Setup page to create your unique password.
6. After you're finished creating your account, you will need to log in and provide your payment details to start your free trial.
Note: You will not be billed during your trial period.
Adding Additional Users
In order to add a user to your account, you will need to follow the steps below:
Navigate to Settings > User Access
Click the + New Firm Member Button
Enter the new user's email address and name
Click the Save button
Click here to learn more about managing your users.
Note: If your account does not have enough user licenses to accommodate this new user being added, a user license will automatically be added to your subscription.
Choosing Your Subscription
Docketwise offers 3 tiers of subscriptions, which are Basic, Pro, and Advanced, all of which include options for robust case management as well as our best-in-class immigration form automation.
To learn more about what is included in each subscription level as well as associate cost per user, you can visit our pricing page.
In order to change your subscription level, you will need to follow the steps below:
Navigate to Settings > Subscription
Choose your desired subscription level
Click the Save Changes button
Click here to learn more about managing your subscription.
Note: All users on your Docketwise account will have the same subscription level and are unable to be differentiated on a per-user basis.