How to onboard a Launch company through your law firm account

Law firm users can add clients to Carta Launch directly.

After logging into the Carta dashboard, click Onboard New Company to Carta through the Companies page.

Click Next: Add company details.

Enter the Company details.

Fields marked with an asterisk are required.

When finished, click Next: Go to setup guide.

Confirm the onboarding.

After creation, you'll be directed to the Setup guide.

Click the link below to continue.