Logo
  • Submit a request
  • Sign in
  • Menu
  • Home
  • Our Team
  • Features
  • Plans and Pricing
  • Blog
  • Submit a request
  1. CounselGO
  2. GETTING STARTED

GETTING STARTED

Find information to get started with and navigate CounselGO.

COUNSELGO BASICS

  • User Account Setup
  • Getting Access to CounselGO
  • Menus & Navigation
  • Client List in CounselGO
  • CounselGO Terms & Definitions

COUNSELGO ADMINS

  • CounselGO User Roles & Permissions
  • Creating & Managing CounselGO Users
  • Resending Activation Email to New Users
  • Updating a User Account

GENERAL

  • Two-Factor Authentication (2FA) FAQ
  • CounselGO Quickstart Guide
  • Account Login
  • Change Password
  • Reset Password

GENERAL COUNSELGO FAQs

  • Why isn't my CounselGO activation link working?
  • What if I am not receiving the 2FA verification code?
  • Can I change the name on my CounselGO account?
  • What if a client is missing from my list in CounselGO?
  • How can we change our firm's name in CounselGO?
  • How do I change the email address for my account?

© SimpleLegal All rights reserved.