Signing up with Botkeeper is easy, and you have a few choices:
- Online sign-up: Click this link to be taken to our easy online sign-up. Click the "Click here to get started" button. You'll fill out this quick form:
Once you submit the form, you'l be taken to our payments page to fill in your billing information and set up the rest of your account registration.
- Reach out: Have questions before you pull the trigger? Have a complex or large client body you want to bring to the platform and want guidance or assistance? Click here, and someone will get back to you quickly.
Once you've completed registration with Botkeeper, you'll receive an email that looks like the below. Simply click Activate my Account to be taken to the login screen.
⚠️ Note: the activation link within the email expires in 7 days of receipt. So prompt action is encouraged. Should your activation link expire before you were able to activate it you can submit a support ticket for a new invite to be sent.
When you arrive at your login screen for the first time, you'll be prompted to enter the information shown below: A password (you'll need to confirm it), first and last name. With your login established, you'll click to set up your two-factor authentication.
You'll land on Firm Insights, which is your homepage in the platform. To set up your personal profile, click the avatar icon in the upper right of the screen:
This will open your profile, where you can fill in any information that you wish to share.
To learn more about your personal profile, visit this article.