Set up your firm
Drafting defaults, your first package, a questionnaire, and your first document set.
Setup walks through the five things worth doing once: your drafting defaults, your first package, a questionnaire, a test client, and your first document set.
Progress is derived from what your account actually contains rather than from a checklist you tick, so a step marks itself done when you have genuinely done it. Steps your plan does not include are excluded from the total, so every firm can reach the end.