Help Center / Account & sign-in

Accepting the terms and finishing setup

Why you see a terms screen and what happens next.

The first time you open the portal — and whenever our terms or privacy policy change — you'll be asked to accept them before continuing.

1. Read the terms and privacy policy (links are on the screen).
2. Tick to accept and continue.
3. Then complete your profile so your name, firm and photo show correctly.