How it works

From signup to your first case summary.

Haven handles the client-facing workflow so attorneys can walk into every consultation already knowing the facts.

01

Sign up and claim your URL

Enter your firm name during sign-up. Haven generates your unique client link, gohaven.com/live/your-firm, and adds it to your dashboard.

02

Try it yourself first

One free, full onboarding session is included with every account. Use it to experience exactly what your clients will see before you share the link.

03

Send it to potential clients

Share your URL by email or text before a consultation. Clients open it on any device with no account and no friction.

04

Review the case summary

A structured summary and full chat transcript land in your dashboard the moment the session ends.

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