Create a Company - Self Service

1. Login to your Carta account and search for the law firm to visit the law firm account. 


2. Navigate to the "Companies" section and click 'Add Company.'


3. Enter the company name and select the type of company.

Note: C-corps/S-corps are most common, but you can also create an LLC, LP or LLP.

4. Click on 'Create Company' to create the company in Set-Up Mode

You will automatically be added to the  Access tab and your permissions level will be set to "legal administrator".  

Note: After the company has been created, complete the steps in the Setup Guide. Here is more information on the guide.