Registration

To register for firmTRAK navigate to https://www.firmtrak.com/ and click the “Register” button in the upper right corner of the screen.

Or navigate directly to the url: https://app.firmtrak.com/signup

 Fill out the following “Info” fields:

First Name

Last Name

Email Address

Password (Must include minimum of 8 characters with one capitalized letter and one 

special character)

Click the next button in the lower right hand corner to proceed to the next step

Fill out the following “Company Fields”:

Company Name

Address

Phone Number

Click the next button in the lower right hand corner to proceed to the next step

Choose your account “Type”

Firm Owner; Choose this “type” if you are a law firm that will only be using and accessing data associated with one law practice.

Consultant; Choose this “type” if you are a consultant, accountant, or coach.  This type of account will allow you to sync data and view multiple clients with one sign on account

Consultant; be sure to use the arrows to indicate the number of clients that use the following platforms:

How many law firm clients do you  have? How many use Xero? How many use CLIO or Practice  Panther?

Verification:

Click the links to read and review the Privacy Terms and the Terms & Conditions. 

Once you have reviewed, click the check boxes to confirm and also click the CAPTCHA .

Once you have registered, you will receive the following confirmation message on the screen and firmTRAK will send you a verification email.

You have successfully registered with FirmTrak™. Please check your email OR spam folder and verify your account.

*Important*

Check your email trash, spam, or filters for the verification email. You may experience problems logging into your account without email verification.

Open the email and click the “verify your email” button

Once you verify your email, you will be redirected to log in for the first time. 

If you already have created an account. firmTRAK allows you to create multiple firms.

To add a new firm; Click the switch firm dropdown menu located in the upper right hand corner.

Click the add a new firm button from

Enter your “Company Name”

Choose your “Integration” type from the dropdown

Hit “NEXT” to move on to step 2.

Step 2; Integration:

Hit the connect button to begin integration.