> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pcnaid.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Firm User Guides

> Verified task guides for setting up a firm workspace and opening legal work.

# Firm User Guides

## What does this do for me?

These guides cover tasks that are implemented in the current firm workspace.

> **[Sign in and onboard your firm](https://docs.pcnaid.com/nodes/web-apps/legalhub/merchant/guides/sign-in-and-onboarding.md)**
>
> Create your account, choose a plan, and set up your firm.

> **[Set up your firm workspace](https://docs.pcnaid.com/nodes/web-apps/legalhub/merchant/guides/set-up-your-firm-workspace.md)**
>
> Choose an organization, configure the visible brand, and invite users.

> **[Create a client and matter](https://docs.pcnaid.com/nodes/web-apps/legalhub/merchant/guides/create-a-client-and-matter.md)**
>
> Create the client record required by the New matter form.

> **[Manage documents and uploads](https://docs.pcnaid.com/nodes/web-apps/legalhub/merchant/guides/manage-documents-and-uploads.md)**
>
> Upload, organize, and manage legal documents.

> **[Manage invoices and payments](https://docs.pcnaid.com/nodes/web-apps/legalhub/merchant/guides/manage-invoices-and-payments.md)**
>
> Create invoices, record payments, and manage retainers.

> **[Use the inbox and messages](https://docs.pcnaid.com/nodes/web-apps/legalhub/merchant/guides/use-the-inbox-and-messages.md)**
>
> View and reply to communication threads with clients.

> **[Manage appointments and tasks](https://docs.pcnaid.com/nodes/web-apps/legalhub/merchant/guides/manage-appointments-and-tasks.md)**
>
> Schedule appointments, create tasks, and set reminders.

> **[Use the AI assistant](https://docs.pcnaid.com/nodes/web-apps/legalhub/merchant/guides/use-the-ai-assistant.md)**
>
> Ask questions, summarize documents, and draft content.

> **[Set up the client portal](https://docs.pcnaid.com/nodes/web-apps/legalhub/merchant/guides/use-the-client-portal.md)**
>
> Grant portal access so clients can view matters and documents.


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