Create and claim a managed profile
Prepare professional information without replacing the person’s account.
- 1 min read
- Who this is for: Law firms
- Last reviewed
Before you start
- Before you start
- Permission to manage firm profiles and authorized professional details.
- Who can do this
- The firm manages personal profile details only before the profile is claimed.
Steps
- Open Managed profiles and select Create profile. Enter accurate identity, contact and practice details.
- Save and check the Unclaimed status. Add an email to use Invite to claim.
- The professional opens the invitation, signs in with their account and reviews the details before choosing Claim my profile.
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