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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.

Who:
The person who will own the firm's account
Where:
Dashboard
Updated:

Setting up Zrico takes about ten minutes, plus a few minutes while we build your workspace. You’ll need a work email address, an authenticator app on your phone and a card for billing.

1. Create your account

Go to app.zrico.com/sign-up and fill in Full name, Work email and a password of at least 12 characters (a passphrase works well). Select Create account.

We send a verification link to your email. It expires in 24 hours and signs you in when you open it.

2. Create your firm

On Create your firm, fill in:

  • Firm name, as your team should see it. - Type of firm: law, accounting or both. It decides which ready-made assistants your team sees, and you can change it later in Settings.
  • Workspace address: the first part of your workspace’s web address, for example yourfirm.zrico.app. Use lowercase letters, numbers and hyphens, 3 to 30 characters, starting with a letter. It can’t be changed later, so choose carefully.
  • Logo (optional): PNG or SVG, up to 512 KB.
  • Seats: how many people will use Zrico. The minimum is 5. You can add seats later.
  • Chat history retention: how long chats are kept before they are deleted automatically. You can change it later; see Chat retention.
  • Sign-in: Email invites.

Select Continue to billing.

3. Turn on two-factor authentication

Owners and admins must use two-factor authentication. If you haven’t set it up yet, the dashboard takes you to Security before billing. It takes a minute with an authenticator app; see Two-factor authentication.

4. Add a payment method

On Add a payment method, enter your billing email and card. Card details go straight to Square, our payment provider; we never see them. Read the automatic renewal terms, tick the box to agree, and select Start free trial.

Nothing is charged today. Your trial lasts 30 days and includes AI usage for the whole firm. The first charge is on day 31, unless you cancel before then. See Billing and seats.

5. Wait for your workspace

We build your firm’s private workspace: its own application, databases and network. This usually takes under 5 minutes. You can leave the page; setup continues in the background, and we email you when the workspace is ready.

6. Open your workspace

On Overview, select Open workspace. It signs you in with your dashboard account, so there is no second password.

In the workspace, the new-chat screen lists your firm’s ready-made assistants. Pick one from the menu at the top left, or just type a question to Claude.

Next steps