video1.0<iframe src="https://www.loom.com/embed/8dd4acb364a247c4abba89d9f946479b" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/8dd4acb364a247c4abba89d9f946479b-2cb19766c0615232.gif363.538This Loom explains what to do when setting up a new workspace in Estate Bookkeeper. It starts in workspace settings, covering general customization like logo and header image, plus AI instructions for how transactions are reviewed and added. The video emphasizes tags as a flexible way to sort matters, using examples like responsible attorney initials and type of matter, and notes templates and members invitation options. The author recommends inviting all team members since pricing is per matter handled, not per seat, and mentions audit logs as optional for later review.