How do I add a client's team to a group of Clerky products?

You can give a client’s team access to a group of Clerky products through the workspace manager. These groups of Clerky products include incorporation products, equity compensation products, fundraising and hiring products, and more. See What products do Attorney accounts have access to? for a complete list.

To get started:

1. Click Manage in the main navigation bar.

2. Click Teams in the sub-navigation bar to access the teams in your workspace. 

3. Select the client’s team you’d like to add a group of Clerky products to. 

4. Click Groups.

5. In Groups, you’ll see a list of product groups available. Expand the group to see the templates included. Click the status indicator to add a group to a client’s team.

6. Once you’ve clicked the add ⊕ icon, your client’s team will have access to all of the products in that group.