Getting started with Marco Reid.

Head to the sign-up page and enter your work email, a strong password, and your full legal name. We send a verification link within seconds — click it from the same device you signed up on to finish account creation.

If your firm is already on Marco Reid, ask your administrator to send you a seat invitation instead. Accepting an invitation joins you directly to the firm workspace with the role they chose.

Multi-factor authentication is mandatory. During first login we’ll walk you through pairing an authenticator app or a hardware security key. We recommend both — the hardware key as your primary, the app as backup.

Your firm profile is the centre of everything. Add your legal entity name, registered address, primary jurisdiction, and practice areas. Marco uses your jurisdiction to prioritise the right statutes and case law when you run a query.

If you operate across multiple jurisdictions — for example New York and New Jersey — add each one. You can switch the active jurisdiction per matter later.

Upload your firm logo and letterhead template. Marco Reid applies them to generated documents, invoices, and exported reports automatically.

Clients live separately from matters. You can have several matters open for the same client over time, and they all roll up to a single client record with a consolidated billing view.

Enter the client’s full legal name, contact details, and billing entity. For institutional clients, add the main point of contact and any secondary contacts authorised to receive privileged communication.

Conflict checks run automatically when you save a new client. If Marco Reid finds a potential conflict against an existing client or matter, the record is flagged and an admin must clear it before you can open a matter.

From the client record, click “Open matter.” Give the matter a clear internal title, choose the practice area, and set the responsible attorney or accountant. The matter inherits the client’s jurisdiction by default — change it if the matter is governed elsewhere.

Choose a fee arrangement: hourly, flat fee, contingency, or retainer. Retainer matters automatically link to a trust account so funds stay segregated.

Add the initial participants — the team members who should see this matter. Everyone else in the firm is locked out until granted access.

Press ⌘K from anywhere in the app to open the command palette. Type a research question in plain English — the more specific the better. For example: “What is the statute of limitations for breach of contract in New York for a written agreement?”

Marco drafts a response, pulls relevant statutes and case law, and marks every citation with its verification status. Click any VERIFIED citation to read the source; UNVERIFIED citations show why verification failed.

Save the result to the matter with one click. It becomes part of the matter’s research folder and is searchable by every authorised team member.

Voice turns dictation into structured notes. Open any matter, click the microphone icon, and start speaking. Marco transcribes in real time and auto-formats headings, lists, and action items.

On first use you’ll grant microphone permission and choose a dictation profile — attorney, CPA, or general. The profile biases the language model toward the vocabulary of your practice so obscure terms transcribe cleanly.

Once you’re finished, Marco offers to file the note to the matter, draft a client update email, or generate a follow-up task list. Everything is editable before it’s saved.