Before a call
Set the firm up from the guide.
The setup guide shows every screen, including the checks people skip. Follow it before you ask for a walkthrough. A call is for a step that does not match the picture.
A walkthrough is for a mismatch
Email [email protected] with the step number and what your screen shows. Do not book time for a short password, a missing client name, a gray File on this matter button, a pending invite, or a link that has not been copied. Those are in the guide.