Set up one firm, add every associate under it, assign the secretary as firm administrator, and keep the platform admin separate.
One account for the entire law firm
Associate seats and secretary admin included
Secure practice-wide document handling
General system admin stays outside the firm
Recommended account structure
1. Firm owner or managing partner creates the firm account.
2. Secretary is assigned as the firm administrator for daily operations.
3. Each associate gets a seat under the same firm workspace.
4. General system admins remain platform-wide and do not belong to the firm.
Need a client portal instead? Create a client account
Firm setup
Enter the firm details and seed the first account structure for your team.