Everything you need to set up and start using Fortium
8 articles
Creating Your Account
Register your organisation or accept a team invitation to get started with Fortium in minutes
Updated 21 March 2026
Navigating the Dashboard
Understand the sidebar, header, breadcrumbs, and key navigation patterns across the Fortium dashboard
Setting Up Your Practice
Complete the onboarding form with your firm name, address, and branding after registration
The Onboarding Checklist
Complete the sidebar onboarding checklist to configure your firm, invite staff, and connect integrations
Using Global Search
Find clients, contacts, and tasks instantly with the Cmd+K command palette and global search
Keyboard Shortcuts
A complete reference of every keyboard shortcut in the Fortium dashboard
Dashboard Overview
Understand the cards, charts, and metrics on the Fortium home page
Notifications
Stay on top of practice activity with the notification bell, filters, and the full notifications page