Everything you need to set up and start using Cloudclerk
8 articles
Creating Your Account
How to register for Cloudclerk as a new organisation or invited team member
Updated 21 March 2026
Navigating the Dashboard
Learn your way around the Cloudclerk dashboard
Setting Up Your Practice
How to complete the onboarding form with your firm details after registering
The Onboarding Checklist
How to use the Getting Started checklist in the sidebar to set up your organisation
Using Global Search
How to find clients, contacts, and tasks instantly with the command palette
Keyboard Shortcuts
A complete reference of every keyboard shortcut in the Cloudclerk dashboard
Dashboard Overview
Understand the cards, charts, and metrics on the Cloudclerk home page
Notifications
How to stay on top of activity with the notification bell and the full notifications page