Quick Start

Create your account

Visit vertex.legal and click Get Started. You can sign up using:

• Email & Password — enter your email, create a password, and accept the Terms of Service
• Google — sign in with your Google account
• Apple — sign in with your Apple ID

After signing up with email, you'll need to verify your email address via a link sent to your inbox.

Complete your profile

Once signed in, you'll be prompted to complete your profile:

• Full Name and Username
• Date of Birth (must be 18+)
• Account Type
• Phone Number — Indian (+91) numbers only, verified via a 6-digit OTP sent to your phone
• Profile Photo (optional)

Set up your organization

After completing your profile, create an organization — this is your workspace that holds cases, documents, and team members.

• Give it a name (e.g., your firm's name)
• Choose between Personal (solo use) or Team (multiple members)
• Select a plan — all plans are free during beta

Add your first case

There are two ways to add cases in Vertex:

Option A: Search from Court Portals

Navigate to Court Portals → e-Court → Search (or Kerala Courts → Search) from the sidebar. You can search by:

• CNR Number — enter the 16-character Case Number Record directly
• Case Number — select State → District → Court Complex → Case Type → Year → Case Number

Once found, save the case to your organization. It will automatically sync with the court portal for future updates.

Option B: Bulk import

Go to Court Portals → e-Court → Import, upload your case list, and Vertex will extract and import all cases automatically.

Option C: Create manually

Navigate to Cases → New Case and fill in the case details — court name, case type, case number, CNR number, filing details, hearing dates, and parties.

Upload documents

Open any case and go to the Files tab. You can:

• Drag and drop files or click to upload
• Create folders to organize documents
• Supports PDFs, Word, Excel, images, and more

Invite your team (Team plans)

If you're on a Team plan, go to Settings → Members to invite colleagues by email. Assign roles to control access:

• Owner — full control over the organization
• Admin — manage team, settings, and cases
• Billing — view organization and user details
• Member — standard access to cases and features
• Guest — limited, read-only access

See User Roles & Permissions for details.