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Signing in and opening your practice

Custodio Legal

Video tutorials in Spanish

These walkthroughs show the complete flow in the Spanish interface.

Create your account, sign in once you have one, and open the practice your matters will belong to.

Before you start

  • An email address you can access.
  • If someone invited you to their practice, the link from the invitation email.

Step by step

  1. Go to Create an account. Enter your name, your email and a password of at least 12 characters, with an uppercase letter, a lowercase letter, a number and a symbol.

  2. Check both boxes: agreeing to the terms of service and authorizing the processing of your personal data. They are two separate authorizations, and both are required.

  3. Confirm with Create account.

    Create-account form, with name, email, password and the two consent checkboxes

  4. Open the email we sent you and click the link to confirm your address. If it didn’t arrive, ask us to resend it from the same screen.

  5. With your email confirmed, enter your practice’s name, choose your country and city, and confirm with Open the practice. The areas you work in are declared later, in Settings.

    The “Your practice” form, with the practice name, country, city and the Open the practice button

  6. As the owner, set up your second factor before entering the practice. Scan the QR code with your authenticator, confirm its six-digit code, and save your recovery codes. See the full walkthrough under Second factor for sign-in.

  7. After confirming that you saved the codes, continue to your practice.

Already had an account? Sign in with your email and password, or with Google. If you have a second factor, enter your authenticator code next. Practice owners and platform administrators must set it up before continuing. If you forgot your password, request a reset link: the screen does not reveal whether the email has an account. Resetting your password does not remove your second factor. If you lost your phone, follow access recovery.

Were you invited to a practice? Open the invitation email’s link. If you do not have an account yet, complete registration and both authorizations shown in the form. If you already have an account, sign in with the invited email and complete your second factor when asked: the invitation does not change your password. Keep the same tab to return to the invitation and confirm Accept and sign in. You do not need to open another practice. A different account cannot accept on your behalf.

How you know it worked

You land on Home, your practice’s dashboard. The practice name appears in your account menu at the bottom of the sidebar.

If something goes wrong

What you see What happened What to do
“We couldn’t create your account” That email already has an account, or a field does not meet the form requirements Read the message beside the field; if you already have an account, sign in instead of creating a new one
The confirmation link doesn’t work It expired, or it was already used Ask for the email to be resent from the confirmation screen
“This invitation no longer works” The invitation expired, was already used, or the practice withdrew it Ask whoever invited you to send a new one
You can’t open a second practice Each account works with a single practice If you need another practice, write to support from Support
Your account gets locked when signing in You typed the wrong password several times in a row Wait the time the message tells you, or recover your password