> For the complete documentation index, see [llms.txt](https://docs.allshore.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.allshore.ai/getting-started/first-day-setup-1.md). # First-day setup A new workspace is empty and honest about it: nothing is invented for you, and no figure is a placeholder. This page is the order to fill it in. Most of this is **admin only**. A partner user can see every screen below but the controls will be disabled. ## The setup checklist The **Dashboard** carries a setup checklist while your firm is getting started. It tracks seven steps, and it works out for itself which ones you have done — you never tick anything off by hand: | # | Step | Where | | - | ------------------------------------------------ | -------------------------------------- | | 1 | Set your invoice branding | Settings → **Invoice branding** | | 2 | Add your first client | **Clients & contracts** | | 3 | Add that client's first contract | **Clients & contracts** → the client | | 4 | Invite your first consultant | **Roster** | | 5 | Create your first placement | **Clients & contracts** → the contract | | 6 | Choose a wellbeing check-in cadence *(optional)* | — see the note below | | 7 | Review your agents *(optional)* | **Agents** | Steps 1 to 5 are the spine of a working firm, and the checklist keeps asking until they are done. Steps 6 and 7 are marked optional. > **Step 6 cannot be completed from any screen today.** There is no wellbeing-cadence panel in Settings, and no other screen sets one — the **Set cadence** link on the Wellbeing screen leads nowhere for the same reason. The step will therefore stay unticked no matter what you do. That is a gap in the product, not something you have missed, and it does not block anything: check-ins still work, because consultants can complete one from their own workspace whenever they like. If the unticked step bothers you, an admin can dismiss the whole checklist once steps 1 to 5 are done. ## What lives in Settings Settings holds your firm's own configuration, in these panels: | Panel | What it does | | ----------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Invoice branding** | Business name, address, logo, invoice number prefix and footer note. Everything here appears on generated invoice PDFs and on the emails that carry them. | | **Payment rail** | Your Stripe credentials, so payments reconcile against invoices automatically. Secrets are write-only — once saved they are never shown again, only replaced. | | **Rate card** | Your standing price list, one bill rate per role. New contracts start priced from it instead of from a blank field. | | **Checklists** | Onboarding and offboarding task lists, instantiated automatically for every new placement. | | **Custom fields** | Extra fields your firm tracks on consultants, beyond the built-in ones. | | **Proposal collateral** | Reusable documents — case studies, capability decks — attached to the proposals you send prospects. | | **Slack** | Links your Allshore account to your Slack account, so Ally can act as you in Slack. | | **Example data** | Seed a demonstration workspace, or purge it. **(admin only)** | That is the whole list. If you are looking for something else here, check the next section first. ## Three things that are not in Settings All three are configuration, but they live where they are used rather than in a settings drawer: * **Contract types** — the document taxonomy (NDA, MSA, SoW are seeded; add your own) is managed on the **Clients & contracts** screen, because that is where you use it. * **Document templates** — the merge-field wording for generated contracts and offer letters lives under **Configure → Document templates**. * **Wellbeing check-in cadence** — nowhere, today. See the note on step 6 above. ## A sensible order If you are setting up from scratch, this order means you never need something you have not created yet: 1. **Invoice branding** — everything you generate carries it. 2. **Rate card** — so the first contract you write is already priced. 3. **Contract types** — if your firm's paperwork is not just NDA / MSA / SoW. 4. **Document templates** — if you want contracts and offer letters generated rather than uploaded. 5. **Checklists** — so your first placement onboards properly instead of retroactively. 6. **Payment rail** — before the first invoice goes out, not after. 7. **Custom fields**, **Proposal collateral**, **Slack** — whenever you need them; nothing depends on them. Then work the setup checklist on the Dashboard: first client, first contract, first consultant, first placement. --- # Agent Instructions This documentation is published with GitBook. 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