Help center
How can we help?
Step-by-step answers for firm owners, admins and staff. Can’t find what you need? Email support@zrico.com and a person will answer.
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- Set up your firm's workspaceCreate your account, choose your workspace address, add a card and open your private workspace. About ten minutes.
- Invite your teamInvite people by email, choose their role, resend or revoke invites, change roles and remove someone who leaves.
- Using assistantsThe ready-made assistants for law, accounting and everyday work, and how to create your own for your firm's recurring work.
- Billing and seatsThe price, the free trial, the AI usage included with each seat, adding and removing seats, invoices, and what happens if a payment fails.
Getting started
- Set up your firm's workspace Create your account, choose your workspace address, add a card and open your private workspace. About ten minutes.
- Sign in to your workspace How staff sign in to the firm's workspace, what to do with an invite, and how to reset a password.
- Two-factor authentication Turn on two-factor authentication with an authenticator app, save your backup codes, and what to do if you lose your phone.
- Report a problem or ask for help Send us a problem, a question or an idea from the dashboard or the workspace, and see our replies.
Your team
- Invite your team Invite people by email, choose their role, resend or revoke invites, change roles and remove someone who leaves.
- Usage and audit report See who used AI, when, with which model and what it cost, review sign-ins and account changes, and export both to CSV.
- Brand your workspace Add your firm's logo and icon, a welcome message and a footer line to the workspace.
Using the workspace
- Using assistants The ready-made assistants for law, accounting and everyday work, and how to create your own for your firm's recurring work.
- Uploading documents Attach PDFs, Word files and spreadsheets to a chat or an assistant and ask questions about them. File types, limits and where files go.
- Web search: turn it on or off Web search is off for every new firm. How the owner turns it on, how staff use it in a chat, and exactly what it sends outside your workspace.
- Zrico AI and the Zrico Assistant Zrico AI picks a Claude model for each message so quick tasks use little of your AI budget. The Zrico Assistant picks your firm's tools for you and cites its sources.
Privacy and data
Billing and account
- Billing and seats The price, the free trial, the AI usage included with each seat, adding and removing seats, invoices, and what happens if a payment fails.
- Cancel and export your data How the owner cancels, what happens to the workspace and your data afterwards, and how to download an export of everything before it is deleted.
- Storage and add-ons How much storage your firm has, what happens when it's full, and how to add storage or AI usage when you need more.
Still stuck?
Email support@zrico.com. We aim to reply within one business day.
For your IT provider
Isolation, subprocessors and documents are on the security & trust page.
What changed recently
New features and changes, with dates, on What’s new.