Finish setup

The first time you sign in, the portal walks you through setup. You can do it two ways.

Pick one. You can switch any time with the Setup with Vic and Setup Manually tabs at the top.

	Setup with Vic	Setup Manually
You do	Write one line about your role and your deals.	Fill in a short checklist.
Vic does	Proposes your catalogs and connects your AI. You confirm.	Nothing. You pick everything.
Takes	About a minute.	About three minutes.

Admins set up the firm first

If you’re your firm’s admin, setup starts with your firm: identity, departments and your team. Then it moves on to you. See Set up your firm.

Setup with Vic

Write a line like you'd say it to a colleague. Vic shows how he read it, and you confirm.

Setup Manually

The whole checklist is one page.

1. Your work

Your job title and company, the kind of work you do (up to three areas), and up to four property types you focus on. Vic uses it to recommend catalogs.

2. Catalogs

A catalog is a set of tasks for one line of work, like Acquisitions or Asset Management. Pick at least one. The step shows how many your seat can hold. See Catalogs.

3. Your AI

Click the AI you use: Claude, ChatGPT, Copilot, Perplexity, Codex, Manus, Grok, or another AI. Its steps open right there, and the step ticks itself once your AI connects. See Connect your AI.

4. Terms

You accept the Terms and Privacy Policy on the sign-in screen when your AI connects. The box ticks itself once you have.

If your firm added you

Your welcome says who added you, and shows what your firm already set: the catalogs you have, your department’s menu and your firm’s document style. Your company comes from your firm, and your catalog choices come from your department’s menu. Want one that isn’t there? Click Ask (your admin) for another, and they see the request.

A member's welcome shows what the firm already set.

Finish

Finish setup unlocks once you’ve picked a catalog and your AI is connected. Not ready? Click Finish later. The Finish setup button in the portal’s top bar shows how far you got, and takes you back.

Done. Copy the first prompt into your AI and watch Vic work.

Next steps

Connect ClaudeThree clicks from Claude's directory.

Find and run tasksWatch Vic at work, then try it.