Use Sign Up Links when your users do not already have an existing Confido Legal account.

With Sign Up Links, you will preemptively create a new Firm using the createFirm mutation and then create a unique sign up link where you will direct your user. When the user signs up using this link, they will be added as an admin to the Firm that you previously created.

For security reasons, Sign Up Links are short-lived, one-time-use links. They are good for 20 minutes and include an expiresAt field for your convenience.

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Create a Firm

To get started with Sign Up Links, we will first create a Firm. Use the createFirm mutation to do this with your Partner API Token. Here is an example.

mutation CreateFirm($input: CreateFirmInput!) {
	createFirm(input: $input) {
		apiToken
		signUpLink {
			link
			expiresAt
		}
	}
}

{
  "input": {
    "name": "My Firm Name",
  },
  "headers": {
    "x-api-key": "your_partner_token"
  }
}

Once the Firm has been created, save the returned Firm API Token in your database. You will use this in all subsequent requests for the Firm.

The Firm can be created at any time. For instance, you could create a Firm for each account in your application in one bulk operation. Then later, when the user is ready, generate a Sign Up Link using the createFirmSignUpLink mutation.

If you know that you are going to immediately direct your user to the Sign Up Link after creating the Firm, then you can save yourself a network request by asking for the signUpLink field in your createFirm query.

Now direct your user to the Sign Up Link URL. There they will sign up for a Confido Legal account and be placed as an admin under the Firm you created. Once signed in, they will be asked to fill out our payments application so we can begin underwriting their account.

Next you will want to know when the Firm has been approved to accept payments.

Head to the next section for a discussion on monitoring the Firm’s status.