Creating a Law Firm Administrator for Law Firms

Law firm administrators can manage permissions on the law firm organization and are defaulted 'legal admin' permissions for all companies the law firm manages.  

Creating a Law Firm Administrator

1. Click on the accounts tab located on the left side toolbar.

2. Click on the specified law firm from the drop-down menu.

3. Click on the 'People' tab and then 'Add user'.

4. Enter your user information in the menu. Under "Law firm administrator", choose "Yes". Select 'Send invite' to complete.

Making an existing user a law firm admin

1. Click on the accounts tab located on the left side toolbar.

2. Click on the specified law firm from the drop-down menu.

3. Click on the 'People' tab and then 'Edit'.

4. Under 'Law firm administrator', select 'Yes', then click 'Update permissions' to save. 

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