This article is a quick guide for managing client configuration in Core, focusing on Account Setup. 

Before setup, ensure you have access to Core | Log In. If you need access or installation chat to Dee Dee, our internal support bot. Additional tools will be introduced in later setup steps.

Client Onboarding: Core Account Details

Client onboarding begins with collaboration across several internal teams, starting with Sales and Account Management, who collect key company and billing details. The Finance team verifies and completes account-level financial information, and Support prepares the environment for ongoing management. This section walks through the initial account setup steps required to establish a client profile in the system. 

The onboarding process begins with the collection and setup of core account details. This phase involves collaboration between Sales, Account Management, Finance, and Support to ensure all essential client information is captured accurately in the system.

These details form the foundation of the client account - covering company profile, billing and finance contacts, and the initial head office branch.

This setup ensures the client is correctly configured before platform features like Brighter Law Suite (BLS) and Brighter Estimates (BE) are enabled.

A Reseller Account represents the overarching organization (such as a panel manager or referrer network) that manages or owns multiple client accounts. It acts as the parent structure under which individual client companies are grouped in Core.

Before enabling Brighter Law Suite (BLS) or Brighter Estimates (BE), confirm that the client is set up under the correct reseller account.

To do this:

i. Click the dropdown in the top left-hand corner of Core.

ii. Select Companies. 

iii. Use the search bar to locate the appropriate reseller by entering the company name.

iv. Click Go and select the company from the results to open the account.

iii. In the reseller account, you’ll see a list of existing Brighter Law Suite (BLS) and/or Brighter Estimates (BE) client accounts.

iv. Confirm that the correct reseller is selected before proceeding with activation, also check that there isn’t already a configured client account for the organization. 

v. Once inside the reseller account, click on the Add Company to begin setting up the new client.

Each tab must be completed by the appropriate team - typically Sales, Account Management, Finance, or Support. Ensure you coordinate with the relevant contacts to confirm all required fields are accurately completed.

The key tabs to focus on are:

Company Details

The Account Manager is responsible for completing this section. They will enter the client’s basic company information, including Company Name, Company Address, Telephone Number, and Email Address.

Additional fields include Company Type, Account Manager and Internal Account Manager (both selected from dropdowns), and the Active checkbox. If the client has an external integration, tick the Has External Integration box to reveal further fields to complete.

Sales

The Sales team is responsible for completing this section. They will update the Sales Status to active, set the Category to Small, enter '1' in other fields, and then save.

Finance

The Finance team is responsible for completing this section. The Account Manager will provide the required banking details, which Finance will use to finalize this step.

Head Office Branch

The Support team is responsible for completing this section. The branch name is typically entered as 'Head Office.' If there are additional branches, name them according to their location.

After clicking Save, a confirmation message will appear in the top-right corner of the screen to let you know the details have been successfully saved.