Law firms | support.carta.com

Login & User Settings

Manage your Carta login, security settings, and personal profile information.
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Company Admins

Learn about issuing equity, managing stakeholders, 409A valuations, and more.
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Employee Resources

Learn how to manage your personal portfolio, exercise your stock options, and more.
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Fund Administration

Learn how to track, transact, and manage your fund on Carta.
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Total Compensation

Learn how to forecast, hire, and retain talent with Total Compensation.
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Legal

Resources for law firm partners and legal documentation.
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Carta Launch

Resources for Carta Launch users to learn about issuing equity, managing stakeholders, and more.
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LLCs

Resources for customers using Carta's LLC product.
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LP Portfolio Analytics

Analyze portfolio performance and make data-driven decisions at speed.
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Carta CRM

Manage deal flow, LP relationships, and advisor networks, all on a single, AI-enabled platform.
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Terms & Agreements

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Law Firms

How to onboard a company through your law firm account

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How to onboard a company as a Canada law firm Partner

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How to onboard a Launch company through your law firm account

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What emails will clients receive when added to Launch?

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How to manage company bank account change email notifications for law firm users

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Frequently asked questions about the Partner Program for law firms

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How to manage firm users and permissions

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How to set up Single Sign-On (SSO) for Corporations, Law and Finance Firms, or LLCs

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