Overview
There are two ways to create a Cloudclerk account: registering a new organisation or accepting an invitation from an existing one. Both paths take you through email verification before you can start using the dashboard.
Registering a New Organisation
If you are setting up Cloudclerk for your practice for the first time, use the registration page.
- 1Go to the Cloudclerk login page and click Sign up
- 2Enter your Full name, Email, and Firm name
- 3Choose a password and confirm it — a strength indicator shows how secure your password is
- 4Click Create account
Your password must be at least 8 characters. The strength indicator rewards longer passwords (12+ characters), mixed case, numbers, and special characters.
Accepting a Team Invitation
If a colleague has invited you to join their organisation, you will receive an email with an invitation link.
- 1Click the invitation link in your email
- 2You will see a banner confirming which organisation you are joining
- 3Enter your Full name — your email is pre-filled and cannot be changed
- 4Choose a password and confirm it
- 5Click Accept & Create Account
Invitation links expire. If your link is no longer valid, you will see an "Invalid Invitation" message. Ask your administrator to resend the invitation from Settings → Members.
Verifying Your Email
After registering, you will be taken to the verification page.
- 1Check your inbox for a 6-digit verification code
- 2Enter the code into the six input boxes on screen — verification starts automatically when you enter the final digit
- 3Once verified, you will be redirected to set up your practice or taken straight to the dashboard
If the code does not arrive, click Resend code. You can request a new code once every 60 seconds.
If you entered the wrong email during registration, click Start over at the bottom of the verification page to return to the registration form.
What's Next?
If you registered a new organisation, you will be taken to set up your practice before reaching the dashboard.