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First run — onboarding the firm

This page is the order to do things in when you're setting Chronity up for the first time. Do them in this order and the firm is compliant-ready in an afternoon.

0. Before you start

Your firm needs to be on Microsoft 365 with Claude Cowork available, and someone needs to have signed up for Chronity and had the account approved. The person who signed up is the first admin.

A 14-day free trial runs from sign-up — no card needed to get going.

1. Set the firm's profile and branding

Go to Settings → General and fill in the firm's details. This is the context Claude is given about your practice, so a sentence or two about what you do is worth the minute. Branding (logo, accent colour) makes the portal and the firm's emails look like yours rather than ours.

2. Get the taxonomy signed (the most important step)

This is the one that actually matters for compliance. Your firm's taxonomy is its signed Material Impact Assessment — the document that decides what AI work counts as material. Until it's signed, classification has nothing authoritative to work from.

If you're the AI Lead, do this now: Taxonomy → Seed from template, review every use case, adjust to your practice, and sign it. The full walkthrough is in the AI Lead reference → The MIA & taxonomy. If you're not the AI Lead, make sure they do it before you invite the team.

If your practice has natural divisions — Valuations, Estate Management, Agricultural Advisory — create them under Departments. They're used for reporting and sign-off scoping. You can skip this and everyone sits in the default department; you can also add them later. See Departments & supervisors.

4. Invite your people

Under Users, invite each person. For each one, decide:

  • Role — admin or user. Keep admins few.
  • Professional registration — MRICS, FRICS, Registered Valuer, etc., for qualified surveyors. This is what lets their formal work stand under their own name.
  • Supervisor — for trainees and the unqualified, who supervises them. This is what makes their Track 1 work appear under a qualified surveyor. Getting this right is the single most important data-entry decision you'll make.

Full detail in Your team, seats & billing.

5. Confirm everyone connected

Each invited person follows their own setup link (see User guide → Getting connected). You can see who's connected on the Users page. Chronity quietly alerts you if someone gets stuck partway through setup, so you don't have to chase.

6. Settle the billing

When the trial's nearly up, sort the subscription under Billing & seats. Buy the seats you need; you can change them later. See Your team, seats & billing.

That's it

From here Chronity runs itself. The dashboard will start filling in as people work; reliability notes draft themselves overnight; the daily digest starts arriving. Your ongoing job is small: keep the team list and supervisors current, and let the AI Lead keep the taxonomy and risk register up to date.

Next: Your team, seats & billing.