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Client portals — a look inside A drawing. Nobody in it is real. A3 of 41 Not built

You’re walking asyourself, opening your own firmSigning up

Act A · The stranger

Create your account

Name and address, and a plain statement of what the account does and does not do yet

AtlanticaCreate your account

Create your account

An account is you. A firm is the business you run in it. You make the account first, and it takes two answers.

The name people at your firm will see

Where anything we need to tell you goes

Create the account
What to notice in this drawing
What this account does, and does not do, the moment it existsIt holds you, and nothing else

It does not hold a business until you name one on the next screen, it cannot be invited into anybody else’s portal by existing, and nothing is charged for making it.