Register
Start a free trial and create your firm on CaseWizard.
New firms can register for a CaseWizard trial at staging.casewizard.com/register. Registration creates your firm tenant and an administrator account.
Start your trial
The registration details create the initial firm and administrator profile. Use a firm email address that the administrator can access, because CaseWizard uses the account email for sign-in and account communication.
Registration is for a new firm. If your firm already has a CaseWizard tenant, ask an administrator to add you through Administration → Users instead of creating another firm.
Choose a strong password
Your password must be at least 8 characters and include all of the following:
- An uppercase letter
- A lowercase letter
- A number
- A special character
Create a password that is unique to CaseWizard. Do not share it with other members of your firm. After you sign in, review the available security options and set up two-step verification if your firm requires it.
Complete initial administration
After registration, sign in and open Administration. Review the firm configuration and confirm that the administrator account has the access it needs. Use Administration → Users to manage users when your firm is ready to add attorneys, paralegals, or other staff.
If your firm uses integrations, review Settings after signing in. CaseWizard includes settings for Microsoft, SharePoint, and Egnyte integrations when those features are available to your firm.
Understand trial access
Trial length and plan details appear under Administration → Account Profile → Subscription. Review that area to understand your current subscription status and available plan information. When a trial ends, access to the application may be limited to subscription management.
Your firm administrator can disable public registration. If registration is off, users can be added only through Administration → Users.