Approved and enrolled firms
Network setup checklist
Work through these steps so your firm, attorneys, jurisdictions and consultation preferences are accurate before your firm participates in the network.
Frontend preview: this checklist previews the member experience. Once backend integration is complete, the working checklist will require a signed-in account for an approved, enrolled firm. Being hidden from search is not a security control.
Setup steps
Steps marked as pending platform setup are designed but not yet connected to the Separate Ways backend in this environment.
- 01Pending platform setup
Firm information
Legal firm name, offices, billing contact and firm administrator.
- 02Pending platform setup
Attorney seats and invitations
Confirm how many attorney seats your membership covers and invite the attorneys who will use them.
- 03Pending platform setup
Individual attorney profiles
Each attorney completes background, practice focus and consultation details.
- 04Pending platform setup
License and jurisdiction information
Bar numbers, licensing states and standing, submitted for verification by the network team.
- 05Pending platform setup
Service areas
The counties, cities and jurisdictions your firm actually serves.
- 06Pending platform setup
Consultation preferences
Consultation length, format, intake preferences and what you want a consumer to bring.
- 07Pending platform setup
Calendar connection
Connect a Google or Microsoft calendar so consultation availability stays accurate. Calendar connection is not yet enabled in this environment.
- 08Pending platform setup
Profile preview
Review how your firm and attorney profiles appear to a consumer before anything is published.
- 09Available
Trusted Attorney badge and marketing assets
Official badge artwork and usage guidance. Download access is available in the attorney workspace while network status is active.
Open badge and marketing assets - 10Pending platform setup
Network readiness checklist
A single view of everything still outstanding before your firm can participate operationally.
What makes a firm eligible to participate
All of the following must be in place before a firm is eligible to be presented as a Trusted Attorney option when that becomes operationally available in an area.
- Approved application
- Active membership
- Complete firm and attorney profiles
- Verified licenses
- Jurisdictions and service areas set
- Consultation and calendar setup complete
Separate Ways does not promise any number of consumer opportunities, and consumers always decide which attorney they contact or retain.