Instructions for Entering Your Credit Card While Your Lawyer Runs the Incorporation Workflow

This article explains how you can directly enter your credit card information into Shoobx while your lawyer runs the incorporation workflow for you.

Note - This article only applies to lawyers incorporating new companies on behalf of clients, and does NOT apply to companies running the incorporation workflow themselves, or lawyers onboarding an already existing company. 

STAGE 1: The lawyer runs the incorporation workflow up to the payment screen

STEP ONE:

Your lawyer will log in to Shoobx and select their law firm from the list of available companies. They will then select "Start New Workflow."

STEP TWO:

Your lawyer will click the "Incorporate a New Company or Onboard Existing Client" workflow. They will complete the steps in the workflow up to the "Request Billing Contact" step, at which point, they will enter your name.

STEP THREE:

Your lawyer will advance the workflow to the "Wait for Payment" step. Once your lawyer has reached the screen depicted below, it's time for you to take action!

STAGE 2: You can then login and provide your billing information

You should:

1. Log in to Shoobx and select the "Charge Credit Card" step that's visible next to the name of the company that your lawyer is in the process of incorporating. 

2. You will be presented with a breakdown of the fees for the incorporation process, including filing fees and your first year of registered agent service. At the bottom of the page, you'll be asked to enter your credit card information.

3. Once you have finished entering your credit card information, press "continue". You'll be taken back to the dashboard for the new company. 

STAGE 3: Your lawyer is now clear to continue in the workflow

Your lawyer can now return to the workspace for your new company, or simply refresh the page if they haven't logged out. They'll now see that you've entered your credit card information and that the Certificate of Incorporation is being filed. They will be notified once that process is complete and when you can move on to the post-incorporation process. 

Additional Resources:

Adding a Credit Card and Updating Billing Contact

Post Incorporation

Screenshots are for illustrative purposes only.

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