Lesson 2 of 8 · 8 min

Creating your account

Sign in, set up your organisation, and invite your team.

Lesson 2 of 8

MatterFirst signs you in through your organisation's secure identity provider, then walks you through a short setup wizard. This lesson gets your firm's workspace created and your first colleagues invited.

Before you start

  • An invitation to your firm's MatterFirst workspace — registration is usually invitation-only
  • The email address you were invited on
  1. 1

    Sign in to MatterFirst

    MatterFirst uses secure single sign-on, so you log in the same way you sign in to your firm's other connected tools — there's no separate MatterFirst password to remember, and password resets happen through that same sign-in, not inside the app. Most firms keep sign-up invitation-only: an owner or admin invites you first (see the last step), and the link in your invitation email takes you straight through sign-in.

  2. 2

    Name your organisation and practice area

    The first time you sign in without an organisation, MatterFirst opens a two-step setup wizard at /onboarding. On step one, enter your Organisation Name (the name your team will see) and choose your Primary Practice Area — for example Conveyancing, Family Law, or Wills & Estates. Your practice area decides which ready-made setups are installed, so your workspace starts with kinds of work, and their stages, that suit your work. Click Continue.

    Step one of setup: name your firm and pick your primary practice area.
  3. 3

    Set team size, timezone and data residency

    Step two collects a few defaults. Choose your Team Size, confirm your Timezone (Australia/Sydney is pre-selected for Australian firms), and set Data residency — where your firm's documents are stored and AI answers are produced, with Sydney the default for Australian firms. You can also say whether your firm needs PEXA, which controls whether PEXA matter tools appear. Click Create Workspace to finish. Your practice packs install and your workspace opens.

    Step two: team size, timezone, data residency, and PEXA.
  4. 4

    Invite your team

    Once your workspace exists, go to Settings › Firm & people › People & roles (/app/settings/team) and click Invite people. That opens Invite your team: add each person's name, work email and job, and the job fills in their access (you can change it). Owner isn't offered here; make someone an owner after they join. Each invitee gets an email with a link to join that lasts 7 days. The full set of access levels is Owner, Admin, Manager, Staff, and Read only, in descending order of access; Compare access, in People & roles' ⋯ menu, spells out exactly what each one grants.

Tips & pitfalls

  • You won't find a password reset inside MatterFirst — logins and password resets go through your firm's single sign-on. If you're locked out, use your usual company sign-in or ask whoever manages IT.
  • Pick your data residency deliberately: it sets where your firm's documents are stored and where AI answers are produced. Sydney is the default for Australian firms.
  • Roles are a fixed five-level hierarchy (Owner › Admin › Manager › Staff › Readonly). There's no per-role permission editor — you pick the level that fits, not the individual toggles.

Key takeaways

  • Sign-in is secure single sign-on, and joining is usually by invitation
  • Onboarding collects practice area, team size, timezone, and data residency (default Sydney)
  • Invite teammates from Settings › People & roles › Invite people; a job fills in their access
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