Inviting and managing your team

Team → Members lists everyone in your firm and the invitations waiting to be accepted. You need the Manage team and user groups permission to make changes.

Invite someone#

1. Click Invite team member.
2. Enter their First name, Last name and Email.
3. Choose their Role (see Roles and permissions), and tick Lawyer if they're a lawyer.
4. Send the invitation.

They get an email with a link that works for 7 days. Opening it, they create their account (or sign in) and join your firm. Resend sends a fresh link; Revoke cancels it.

Each person can belong to one firm at a time, so someone who's already a member of another firm can't be invited.

Your subscription is billed per member, so adding someone adds a seat. See Seats and billing.

Member settings#

For each member, set:

• Role: one per member, or No role.
• Lawyer: lawyers can be picked as a matter's responsible or originating lawyer.
• Hourly rate: the starting rate for their time entries and invoice lines.
• On website and Featured: see Your team on the site. Website profile edits their public profile.

Remove a member#

Click Remove and confirm. They lose access to your firm straight away, along with their role, user group memberships and website profile. Records they created stay, showing their name.

The firm owner can't be removed.