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2. Set up your firm

Set up your firm

A new firm of 10 to 50 people should be running in about an hour. The setup checklist in Stafio tracks six steps and shows Ready for production when all six are done.

Create the firm and secure sign-in

1. Sign in with Google Workspace, Microsoft Entra ID, or the email code you received. The first person to sign in becomes the firm admin.
2. Open Security & Audit and turn on Require MFA. From then on, any sign-in without verified MFA is rejected and recorded in the audit log.

The setup checklist

1. Invite your team and hierarchy. In CSV Import, choose Load starter people.csv template, fill in your people, then upload it. Review the preview and the error report, fix any rows, and confirm. Nothing is saved until you confirm. See Import and export.
2. Configure the rate card. In SOWs & Estimates, add your standard delivery roles with default bill and cost rates. Only people approved for financial visibility will ever see these.
3. Approve a SOW template. Create your standard SOW template with your usual terms and approve it. Account managers can only start SOWs from approved templates.
4. Add active projects. Import the starter projects template, or create accounts and projects directly. Optionally import past signed baselines and actual hours with the history template.
5. Submit the first weekly status. Ask one consultant to fill in My Week so you can see the roll-up working.
6. Draft the first SOW. An account manager creates a SOW from the approved template.

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