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Creating Your First Bundle

1:40

Key Moments

What This Video Covers

Create a bundle in three clicks — from the dashboard Create Bundle button, through the 23-area-of-law picker, to picking a hearing type and watching the editor open. This walkthrough uses the Pro-tips Starter Bundle as the example so you see the flow without real-case complexity.

Full Transcript

Last video we opened the Pro-tips bundle that comes with every new account. Now let's walk through creating a new one — from scratch.

From the dashboard, click Create Bundle — top right. This is the starting point for every bundle you'll ever build.

This is the area-of-law picker. Twenty-three areas. Family, Employment, Immigration, Special Educational Needs, Housing, Property, Small Claims, and more. Each with its own templates and hearing types.

For this walkthrough, we'll keep things simple and pick the Pro-tips Starter Bundle — the same practice bundle we opened last time. When you're ready to build a real bundle, you'll pick the area that matches your case.

Every area offers a choice of hearing type. This tells BundleCreator which documents you'll need. For the Pro-tips bundle it's simple — Practice Bundle. Click Create Bundle, and BundleCreator builds it from the template.

And here we are. Same editor we saw before. On the left, the sections are already in place. In the middle, the first document opens automatically. And along the top, the same toolbar we met last time.

Three clicks and you've got a bundle. In the next video, we'll fill in the documents.

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