Manage Your Users
All firm users requiring access must have a user account. Administrators have the option to fully activate new users from within User Management, including password setup.
User Management
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Manage User Roles
We offer a variety of roles from which you can choose including the ability to customize roles based on your firm’s needs.
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Manage Matter Owners
When adding a User, the system will also add this individual as a Matter Owner.
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Restriction by Matter Owner
For additional information regarding the matter owner permissions and restrictions within each system area, see matter-owner-restrictions.
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Manage Timekeepers
A timekeeper is a person who is assigned to a particular time or expense entry. When adding a User, the system will also add this individual as a timekeeper.
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Restriction by Timekeeper
Certain users may only be permitted access to a certain timekeeper’s entered data. You would set this restriction under Account & User Management.
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Limit a User’s Access to Bank Details
You can limit a user’s access to bank details.
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Update a User’s Email Address
You can change the email address associated with your account. You will get notifications to your email address should you choose to receive them.
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Set Up a User’s Report Access
Within the User Management feature, you can determine which reports a user can access under the Reports.
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Reset a Password
Firm admins can set user passwords, force users to reset their password, or change the user’s password. Users can also change their own passwords.
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Adding CRM to Your Account
Our integrated CRM feature helps you manage business development functions such as client intake, client scheduling and follow-up, and more, to convert leads to new clients. Add CRM to Your Account Note: Only Admin users can enable CRM. To enable CRM: From the bottom of the main navigation panel, click CRM. You will be redirected to the …