Onboarding · 4 steps
Welcome to Firm Pillar.
Please follow these steps to get your account set up.
- 1Step 15 min
Intake survey
Have your domain login and logo files handy.
- 2Step 245 min
Tech setup call
We set up the technical side of your account with you.
- 3Step 3Our team
We build your system(s)
Our team builds your system(s) in Firm Pillar.
- 4Step 4
Training call
We show you how to use Firm Pillar day to day.
Start the intake survey
You'll book your setup call right after the survey.