For counsel and firms

The Practice workspace, professional firms, client referrals, and cross-client review queues.

Guide 01Practice workspaceYour cross-client portfolio on Practice, Clients: health, deadlines, the next task, and quick access to each company. Guide 02Professional firmsCreate your law or preparer firm from your work email, invite colleagues, and share client engagements. Audit firms join with Core. Guide 03Titles and client engagementsWhich titles sign off, and which colleagues each client engagement seats. Guide 04Invite a clientSend a company you advise a short note and a sign-up link, and land as their counsel when they onboard. Guide 05Needs you: work across your clientsThe one list every counsel and preparer lands on: filings waiting on you across clients, and the ones your firm is reviewing. Guide 06Counsel sign-offWhat you attest when you sign off a filing, the frozen report it binds to, the bar details TakePublic remembers, and what happens after. Guide 07Counsel sign-off by emailed linkFor counsel who will not take a client login: the company sends a link, the attorney verifies the inbox with a one-time code and approves the exact version without an account. Same record, same gate.