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Documentation Index

Fetch the complete documentation index at: https://docs.getlemma.com/llms.txt

Use this file to discover all available pages before exploring further.

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Create your account

1

Sign up

Go to app.getlemma.com and create an account with your email address.
2

Set up your organization

Complete the onboarding form with your practice’s details: business profile (legal name, EIN, website, state of incorporation, organization type), control person (principal officer’s name, title, date of birth, address), beneficial owners (anyone with more than 25% ownership stake), and identity verification (government-issued ID, front and back).
This information is required for regulatory compliance (Know Your Business). Your data is encrypted and stored securely.
3

Accept the terms of service

Review and accept the terms of service to submit your application.
4

Get approved

Most providers are approved automatically and you can start using your account right away. In some cases, our banking partners are unable to verify your identity from your tax ID alone — if that happens, we’ll reach out within a few days to request a scan of your government-issued ID.

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Explore your dashboard

Once approved, you’ll land on your dashboard where you can: