How to Create Your Profile
Follow these steps to create your profile and begin the review process for The Legacy Directory:
Step 1 – Create Your Legacy Login
Click “Create Your Legacy Directory Profile” to begin. Enter your username, name, and firm name. This will become your Legacy login, which you’ll use to access your Directory profile.
Step 2 – Complete the Firm Questionnaire
After logging in, complete the Firm Questionnaire so we can understand your firm’s strengths, internal controls, client capacity, service model, software, and best-fit industries. This helps us assess fit and make more relevant introductions.
Step 3 – Submit Client References
Provide at least one client reference in an industry where you want to attract more work. Your client may receive a short 2–3 minute questionnaire. Once reviewed, your firm’s reference status and relevant industry experience may be reflected in your profile.
Step 4 – Review, Payment and Activation
Payment will be requested after our initial review of your Firm Questionnaire and client reference information.
Your profile will be activated once our team has reviewed your questionnaire, assessed reference information, confirmed payment, and determined that your firm meets the quality standards for The Legacy Directory.
