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Getting Started

Self-service signup

No invite? Sign up on your own and go straight into creating your first project.

If you don't have an invite to an existing organization yet, you don't need one. ePlan.ai has a self-service path that lets a new visitor sign up and start creating a project on their own.

Signing up on your own

The self-service flow is a distinct starting point from being invited into an existing organization. You sign up and go straight into creating your first project — there's no waiting to be added to a government organization first.

As part of this flow, the app automatically creates your personal organization and workspace, so your new project has a home from the moment you start. It's the same personal-workspace mechanism every account gets; you're simply entering it from the self-service door rather than from an invite.

From there, you land in the project's chat and set it up like any other project.

Choose your next step