# Quick start

Create your workspace, invite your team, bring in your clients and send the first document request.


This page takes a new firm from sign-up to its first working day in Claister. Each step links to the page that explains it in full.

## Create your workspace

:::steps

1. Open [the sign-up page](app:/sign-up), enter your email and confirm it with the code we send you.
2. Fill in your profile: your name, a username and a phone number, so the team behind Claister can reach you if something goes wrong.
3. Name your firm and add its logo if you like. The country and the currency come with your edition, so you are not asked for them.
4. Say how many people work in the firm. If you work alone, you skip invitations.
5. Add your colleagues' emails and press **Create and invite**, or **Create workspace** to invite them later.
:::

The last screen offers to bring your clients in straight away. Press **Upload a file** to import a list, or **Open workspace** to do it later.


## Bring in your clients

A spreadsheet, a CSV or an export from your CRM or 1C is enough. On **Clients**, press **Import** and choose the file. Claister matches its columns by their names and values, shows you the matches and the rows it would skip, and imports only after you confirm. To add one company by hand, press **New client**. See [Clients](/clients).

## Describe the work that repeats

Payroll, VAT returns, monthly closing: describe each once on **Recurring** with **Add recurring task**, choose the clients you do it for, and Claister creates their tasks every cycle. See [Recurring work](/recurring).

## Ask for documents

On **Documents**, open **Requests** and press **New request**. List what you need, set the date you need it by and send it. The client uploads through the portal and you see what is still missing. See [Documents and requests](/documents).

## Invite your clients to the portal

Open a client, go to its **Portal** tab and press **Invite to portal**. The person gets a link that is valid for seven days. See [Client portal](/portal).

## Start each day on Home

[Home](/home) lists what needs you: a client's unanswered message, a document that arrived for a request, a task due today. Every card has the one step that moves it on.

:::tip
The first days are easier with **First steps** on Home. Each step has **Show me how**, which lights the right button on the real page and tells you what to do in one sentence. It never presses anything for you.
:::