VerdictFlowVerdictFlow
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VerdictFlowVerdictFlow

 

 

 
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  • Getting Started with VerdictFlow
    • Creating Your Account
    • Setting Up Your Firm
    • Inviting Team Members
    • Your First Lead
  • Lead Management
    • Adding Leads
    • Lead Pipeline (Kanban View)
    • Searching & Filtering Leads
    • Lead Statuses
    • Custom Fields (VF Fields)
    • Intake Packages
    • Exporting Leads
  • Calendar & Scheduling
  • Communications
  • Document Templates
  • Notifications
  • Settings Overview
  • Referral Network
    • Adding Firms to Your Network
    • Sending Referrals
    • Finding Incoming and Outgoing Referrals
    • Receiving Referrals
    • Auto-Routing Rules
    • Shotgun Referrals
  • Fee Sharing Agreements
    • Creating Agreement Templates
    • Using Variables in Templates
    • Sending Agreements for Signature
    • Signing Agreements
    • Managing Agreement Documents
    • Fee-Sharing Agreements
  • Setup Command Center
  • Intake Forms
    • External / Public Forms
    • Internal Intake Forms
  • Automation Rules
    • Process Automation
  • Integrations
    • Connect Clio
    • Connect HubSpot
  • Members & Permissions
    • Members, Roles & Permissions
  • Tasks
  • Reports & Dashboards
  • Billing & Plans
  • Product Tours
  • Demo Workspace

Creating Your Account

Step-by-step guide to signing up for VerdictFlow and setting up your firm.

Creating a VerdictFlow account takes just a few minutes. Follow these steps to get started.

Sign Up Process

Step 1: Visit the Sign Up Page

Navigate to verdictflow.com/sign-up and click Get Started.

Step 2: Enter Your Information

Fill in the required fields:

  • Email address - Use your work email for best results
  • Password - Choose a strong password (minimum 8 characters)
  • Full name - Your first and last name

Step 3: Verify Your Email

After submitting, check your inbox for a verification email from VerdictFlow. Click the verification link to confirm your account.

Tip: If you don't see the email, check your spam folder. The verification link expires after 24 hours.

Step 4: Complete Onboarding

Once verified, you'll be guided through the onboarding process:

  1. Firm Information - Enter your firm's name, address, and contact details
  2. Your Role - Select your position (Owner, Partner, Associate, etc.)
  3. Case Types - Choose the practice areas your firm handles
  4. Integrations - Optionally connect your CRM (HubSpot, Clio, etc.)

Joining an Existing Team

If a colleague has invited you to join their firm's VerdictFlow account:

  1. Check your email for an invitation from VerdictFlow
  2. Click Accept Invitation in the email
  3. Create your password and complete your profile
  4. You'll automatically be added to your firm's team

Account Types

VerdictFlow uses a team-based structure:

  • Team Accounts - Your firm's main account, shared by all team members
  • User Profiles - Individual logins for each team member with role-based permissions

Subscription Plans

VerdictFlow offers three tiers:

PlanCostMembersKey Features
ReceiverFreeUnlimitedReceive & work accepted referrals, basic reporting
Receiver Pro$99/month flatUnlimitedCRM (HubSpot, Clio, Filevine) + Zapier with bidirectional status sync
Enterprise$899/month flatUnlimitedSend referrals, own leads, CSV, full intake stack, automation, API, priority support

Enterprise includes a one-time 14-day free trial - no credit card required to start.

Troubleshooting

Didn't receive the verification email?

  1. Check your spam/junk folder
  2. Wait a few minutes and check again
  3. Click "Resend verification email" on the sign-up page
  4. Contact support if issues persist

Invitation link expired?

Ask the team member who invited you to send a new invitation from their VerdictFlow account.

Next Steps

Once your account is created, proceed to Setting Up Your Firm to configure your firm's profile.

  1. Sign Up Process
    1. Step 1: Visit the Sign Up Page
    2. Step 2: Enter Your Information
    3. Step 3: Verify Your Email
    4. Step 4: Complete Onboarding
    5. Joining an Existing Team
    6. Account Types
    7. Subscription Plans
    8. Troubleshooting
    9. Next Steps