Register
On the registration page, enter your email address, tick the box confirming you’ve read the Terms of Service, clear the security check, and register. A verification email goes to the address you entered. If the address is already on an account, registration is refused — go to the sign-in page and use the forgot-password link instead.The tick box at registration is a gate, not the agreement on file. The acceptance recorded against your account is captured the first time you submit a job: the review window shows a Terms of Service checkbox and won’t let you submit until it’s ticked. It stays out of the way after that, and comes back only if the terms are updated.
Verify your email and set a password
Open the verification email and follow the link. It takes you to a page where you choose a password, and once that’s saved you’re signed in automatically — there’s no separate first sign-in. Your password must be 6 to 250 characters and include at least one number, one lowercase letter and one uppercase letter. A special character is not required, though it’s a sensible thing to add.Complete the setup wizard
The first time you sign in, a setup wizard opens on its own. It counts seven screens in the footer and has no close button, so it can’t be dismissed or postponed. Back works on every screen except the first and the last. Screens 4 and 5 differ depending on how you describe yourself on screen 2, so the middle of the wizard is not the same for everyone.Screens 1 to 3
1
Choose your services
Tick Legal Transcription Services, Court Reporting Services, or both. At least one is required. Each one expands to list what it covers — translations, timestamping, court filing and copies under transcription; videography, interpreters, conference and deposition suites and exhibit handling under court reporting.Picking one now doesn’t lock you out of the other. If you later need the service you skipped, it appears greyed out in the left menu with a question mark — click it to switch it on. That self-service switch is available to law firm, government, non-profit, insurance and court reporting firm accounts; other account types need the agency to enable it for them.
2
Say what kind of organization you are
Choose one: Law Firm / Attorney’s Office, Government, Non-Profit, Pro Se / Self-Representation, or Other. Choosing Other adds a second field where you pick from Insurance, Court Reporting Firm, Academic, Medical, Media / Publishing, or Not Listed.This is not cosmetic. It decides which billing rates get attached to your account, whether you can switch services on yourself later, and which two screens you see next.
3
Give your contact details
Your name and mailing address are required; a phone number is optional but worth giving. Everyone except Pro Se accounts also names a company and picks a position, with an optional department alongside it.Billing address is assumed to match your mailing address. Clear the checkbox if it doesn’t, and a second address block appears.
Screens 4 and 5
- Firms, agencies and everyone else
- Pro Se
Screen 4 asks who should receive invoice emails. The primary recipient is either you or someone else — an accounts payable address, for instance — in which case you supply their name and email. Underneath, you can list any number of addresses to copy on every invoice email. If the primary recipient is someone else, an extra button adds you to that copy list, so you stay in the loop on billing you no longer receive directly.Screen 5 is shared access: people at your firm who can act on your account. For each person you give a name and email and tick Jobs, Billing, or both. Jobs lets them view and submit work for you; Billing lets them see your invoices. At least one of the two is required, and the toggles stay editable on the list afterwards.The email has to match the address that person signs in with — access is matched on the address, so a near miss silently grants nothing. If you’re not ready, the Next button reads Skip, and you can set all of this up later from Account Settings.
Screen 6 — review
The review screen lists everything back to you: name, phone, addresses, the services you picked, your organization type and position, and — for transcription accounts — the page rates that were matched to you. This is the screen that actually creates the account. Confirming here activates it, saves your profile, attaches your rates, records your invoice recipients and sends out any access you granted. Everything up to this point was held in the wizard. If no rate group matched your account, the review screen says so rather than showing rates. That’s not an error you can fix from here — the agency assigns rates manually, and until they do, transcription ordering stays closed.Screen 7 — what happens next
The last screen asks where you’d like to go: straight into creating a transcription request, straight into requesting proceeding coverage, or into the dashboard to look around. The transcription option is unavailable if no rates were attached to your account. Completing setup here is the end of the wizard — it doesn’t reopen, and Back is switched off. Anything you want to change afterwards lives in Account Settings.After setup
Your first week
What the dashboard, the queue and an order actually look like in practice.
Profile and preferences
Change your details, contacts and notification settings.