From sign-up to your first client request
Set up your profile in six steps. We verify your licence and review your profile before clients can find you.
Setting up your profile
- 1
Sign in
Use your Google, Apple or Facebook account. There’s no separate password to manage.
- 2
Confirm your licence
Enter your name as it appears on your licence, your profession and your LSO licence number.
- 3
Choose your practice
Select the matters you take on and the regions you serve.
- 4
Set services and prices
Add each service with one fixed price. No hourly rates or ranges.
- 5
Build your profile
Add a photo, a short plain-language bio and the languages you work in. We review every bio.
- 6
Add private details
Work email, phone, payout email for Interac e-Transfer and tax details. None of these appear on your profile.
Once you’re live
Clients find you through Find a Professional, filtered by matter, region, language and service. Each request goes through the same steps.
- 1
A matched request arrives
You see the matter type, region, the service requested and which records the client has gathered.
- 2
You accept or decline
There’s no obligation to accept. Decline anything outside your practice or capacity.
- 3
Conflict check
Run your conflict check before you take the matter on.
- 4
Client details are shared
Once you accept and the conflict check clears, you and the client get each other’s contact details. Case records are shared only with the client’s permission.
- 5
You agree terms directly
Engagement terms, scope and professional responsibilities are between you and your client.
What clients see, and what stays private
ON YOUR PROFILE
- Name, photo and profession
- Verified licence badge
- Bio and languages
- Matters and regions you serve
- Services and fixed prices
KEPT PRIVATE
- Your LSO licence number
- Work email and phone, until a request is accepted
- Payout and tax details
- Requests you decline