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Setting up your law firm

Create your organization, name it, and understand what an organization is in Gaveli.

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Written by Jason Praful

In Gaveli, your firm is represented by an organization. It holds all of your cases, documents, team members, and settings. If you're the first person from your firm to join, you'll create the organization during onboarding.

Create your firm

  1. After verifying your email, you'll see the Create your law firm step.

  2. Enter your firm's name (for example, "Sharma & Associates"). This becomes your organization name and you can change it later.

  3. Select Create Organization.

🖼️ Image slot — The "Create your law firm" onboarding screen with the firm name field.

That's it — you'll be taken straight to your new dashboard, ready to add your first case.

What an organization gives you

  • Shared workspace — everyone you invite works from the same cases and documents.

  • Roles — control who can manage the firm, handle billing, or simply work on cases.

  • Firm-wide settings — configure invoice details, dropdown options, sync, notifications, and more in one place.

  • Strict isolation — your firm's data is never visible to any other firm.

Next steps

Once your firm is set up, invite your team and add your first case. You can update your firm's name, logo, and details any time from Settings → Organization.

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