This article covers your first steps with Maatdesk: starting a free trial for your firm, accepting an invitation, signing in, choosing a firm when you have access to more than one, and resetting your password.
Table of contents
Start a free trial for your firm
- Go to maatdesk.com and click Start Free Trial.
- Complete the form: Email address, Phone number, First name, Last name, Firm name, Firm Size, Number of users and Role.
- Click Start Free Trial.
Maatdesk sends an invitation to your email address. Accept it to sign in for the first time. Your email address is also your user name in Maatdesk.
Your firm starts with predefined items so you can begin right away, such as payment profiles, groups, roles and permissions, job titles and practice areas. To complete your firm and user information, read Managing your Firm and Managing Users.
Accept an invitation
When your firm gives you access to Maatdesk, you receive an invitation by email.
- In the invitation email, click the button to start.
- If this is your first Maatdesk account, enter and confirm your password, then complete your registration. If you already use Maatdesk with another firm, sign in with your existing email and password.
You receive a separate invitation for each firm you are given access to.
Sign in
- Go to app.maatdesk.com and enter your Email.
- Enter your Password.
- Optionally, select Keep me signed in.
- Click Sign in.
You use one email and password for every firm or client portal you have access to. If you have access to more than one, select the one you want to open after you sign in.
Reset your password
- On the sign-in page, click Forgot your password?.
- In Your e-mail address, enter your email.
- Click Send reset instructions. To cancel, click Go back to Sign in.
- Open the email from Maatdesk and click the button to reset your password.
- Enter your email and your new password, confirm it, and click Reset.
Note. Use a strong password: at least 8 characters, with a capital letter, numbers and special characters, and no personal data such as your name.