Help · Getting started

Create your organization and sign the agreement

Two minutes from the signup page to a signed agreement and an organization ready for DNS.

Applies to: Gateway, Hosted

Prototype screen: Signup step 2
Signup step 2: add a card, Apple Pay, Google Pay, Link, ACH or PayPal. Nothing is charged for 14 days. (Prototype screen, sample data.)

Before you start

  • A work email at the domain you will protect (not a personal address).
  • The name of the person responsible for your information security program (HIPAA Security Officer, Safeguards “qualified individual”, or firm partner).
  • A card for the trial; it is not charged for 14 days.

Steps

  1. Open Start free trial, choose Gateway or Hosted and your seat count. The $49 practice minimum applies regardless of seats.
  2. Enter your organization’s legal name, address and work email. Choose the industry profile — healthcare, accounting & tax, legal & title, or wealth. The profile sets your agreement, detection pack and retention defaults; you can change it later with support.
  3. Add payment details in the secure checkout.
  4. Sign the agreement electronically: the Business Associate Agreement for healthcare, or the Data Processing and Safeguards Addendum for other profiles. Name your Security Officer; they receive a copy.
  5. You land in the console on the Domains & connection screen with your DNS records ready.

Verify

The console home shows “Agreement signed” with a date and the countersigned PDF under Organization → Agreements.

Troubleshooting

  • Didn’t receive the verification email? Check spam and that the address is at your business domain; personal addresses are not accepted for the owner.
  • Need a different signer for the agreement? Owner can reassign under Organization → Agreements before signing.

Related

Still stuck? A human answers within 15 minutes on chat, 1 hour by email during business hours (24/7 for outages).