Sign up and create your first hub
Create your account with your work email and a code, name your firm, and start your 14-day trial.
In this article8 sections
Signing up creates your account and your firm's hubHub Your law firm's own client portal, with its branding, its team and all of its cases in one place., and starts a 14-day trialTrial The first 14 days of a new hub, before the first payment is taken. with no card needed. If your firm already has a hub, don't sign up: ask its Admin to add you, then sign in.
Open the sign-up page
Go to account.caseactive.com, or choose Start Free on caseactive.com.
Enter your work email
Type your work email address and choose Continue with email. A new firm needs an email address, not a phone number. Continue with Google also works, with your work Google account, and skips the next two steps.
Enter the code
Type the 6-digit code from the email "CaseActive One-Time Pin" and choose Verify & continue. Not there? Check your spam folder, or choose Resend Code.
Tell us your name
On What should we call you?, fill in First name and Last name and choose Continue.
Name your firm
On Choose your hub, leave Create new Hub selected, type your Firm name, answer How did you hear about us? and choose Continue. Clients never see this screen; they join from your firm's link.
Open your hub
Choose Go to dashboard. Your hub opens in its LobbyLobby The home screen of the portal, showing your cases, announcements, inquiries and the firm's office locations.; Admin at the top opens the Admin PanelAdmin Panel The staff-only side of a hub, opened with the Admin button, where the firm manages cases, users, templates, automations and settings..
What happens next
You're the hub's first Admin. It comes with two sample cases and starter templates to try, and you're emailed "Your Client Portal Hub Is Ready". Next, set up your hub in your first week.
If something goes wrong
- "No account uses this phone number. Please check it, or use your email address to sign in or sign up." Type your work email address instead.
- "Incorrect code. Please try again." Check the newest email, or choose Resend Code. Five wrong codes lock you out for 15 minutes.
- "A code was sent moments ago. Please wait before requesting another." Wait a minute, then resend.
- "Your verification link has expired. Please sign in again." More than 30 minutes passed. Start again.
- You meant to join your firm's hub, but you're asked for your name. That address has no account yet. Stop, and ask your firm's Admin which address they added.