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Getting started

  • Welcome to Joshira
  • Create your workspace

Cases

  • Managing cases

Hearings

  • Hearings & calendar

Documents

  • Documents

Client portal

  • Client portal

AI

  • AI insights

Billing

  • Billing & plans
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  • Home
  • Getting started

Getting started

  • Welcome to Joshira
  • Create your workspace

Cases

  • Managing cases

Hearings

  • Hearings & calendar

Documents

  • Documents

Client portal

  • Client portal

AI

  • AI insights

Billing

  • Billing & plans
  1. Docs
  2. Getting started
  3. Create your workspace

Create your workspace

Register, invite your team, set roles, and get ready for the first case.

Your workspace is your firm’s private area in Joshira. Everyone you invite works inside this same space, with access based on their role.

Step 1 Register and sign in

  1. Open Joshira and create an account with your work email.
  2. Complete the short onboarding prompts (firm name and basic details).
  3. Sign in. You should land in your workspace home or dashboard.

If your firm already has a workspace, ask an admin to invite you instead of creating a second firm account.

Step 2 Invite colleagues

Go to Settings → Team (wording may vary slightly by screen).

  1. Enter each person’s email.
  2. Choose a role that matches their job.
  3. Send the invite. They will receive a link to join.

Roles in simple terms

Give people only what they need. Partners and admins usually manage billing and team access. Associates work on matters. Clerks may schedule hearings and upload files without changing firm settings.

Step 3 Agree on a few house rules

Before you create many cases, decide as a team:

  • Matter titles e.g. “Sharma v. State – Bail – 2026”
  • Who owns each matter when it is hearing week
  • Where files go always on the case, not only in email
  • What clients see portal sharing is selective, not “everything”

Step 4 Optional calendar connect

When hearing volume grows, connect calendars from settings so listings are less likely to live only in someone’s phone. You can do this later; it is not required to create your first case.

Checklist before your first matter

  • You can sign in
  • At least one teammate is invited (or you are piloting alone)
  • Roles make sense for who can see what
  • You know the naming style for new cases

Next: open your first matter in Managing cases.

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On this page

  • Step 1 Register and sign in
  • Step 2 Invite colleagues
  • Step 3 Agree on a few house rules
  • Step 4 Optional calendar connect
  • Checklist before your first matter
Joshira

Legal practice management software for litigation teams

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