Firm administration
Activity
Live agent turns across the firm — who is driving which matter.
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Members
The firm roster. Admins see every case; members see only their assigned matters.
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An existing account is linked as-is; a new one is created with a temporary password shown once below.
Letterhead
Your firm's letterhead — outgoing letters are rendered onto it. Upload your letterhead .docx; it is converted into a template, and you approve a rendered proof of a sample letter before anything is installed.
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Converting your letterhead… (about a minute)
Proof of a sample letter on your converted letterhead — compare it with your original before installing.
Assignments
Cases × lawyers. Tick to assign. Admins (—) always see every case.
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Backups
Full-history bundle to the firm's private Space after every turn — disaster recovery only; undo uses the matter history itself.
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Firm history
Every commit in the workspace repo, including contract syncs and recovery commits that belong to no case. Open a case's History for file-level detail.
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Platform administration
Firms
Every firm on the platform. "View" opens a firm's workspace read-only — you can browse matters and watch live turns, never drive them.
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Invite a new firm
Nothing is provisioned until the invite is accepted: the firm's first admin follows the link, sets a password, and the workspace is created with them as owner. Copy the link and send it yourself — invites expire after 14 days.
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