How do I get an account with Confido Legal?

This article outlines how to create and apply for your Confido Legal account.

• Create a Confido Legal account by clicking here.
• Once you login, you will be on the Application tab.  
• When adding an owner you may enter the firm ownership information directly or email a secure link to the owners or authorized signers. The link allows them to fill out their information without having to login to Confido Legal or expose their information to other members of the firm. To send a secure link, click + Invite an Owner and complete the information in the pop-up.
• Complete the Bank Account Information by linking your bank account using Plaid or uploading documentation manually. 
  
• Once you have submitted your application, you will receive an email with your application & agreement for e-signature. After you e-sign, Confido Legal will notify you by email when your account is ready to process payments.