Firm and team
Your firm's workspace, colleagues, roles and letterhead.
How a firm works
Everyone in your firm works in one workspace. Members see the firm's cases and share one plan and its limits. Each person has their own login.
Open your account by clicking your name at the bottom of the sidebar. Team and Firm Profile are at the top of the Account page.
Inviting a colleague
Only a firm admin can invite people or change roles.
- Go to Account → Team.
- Under Invite a colleague, enter their email address and choose a role.
- Click Send invite.
They get an email with a link to join. The link works once and expires after 7 days. Pending invitations are listed on the Team page, where you can send a new link or cancel the invitation.
Roles
| Role | What they can do |
|---|---|
| Firm admin | Everything, plus the firm profile and the team |
| Standard | Create and work on cases and documents |
| Read-only | View cases and documents only |
To remove someone's access, deactivate them on the Team page. They're signed out and can't sign in until reactivated.
Users per plan
Each plan includes a number of users, counting members and pending invitations:
- Free: 1
- Pro: 3
- Pro Unlimited: 5, and you can add more for $79 per user per month
On Pro Unlimited, the person who manages the firm's plan can add or remove users under Additional users on the Team page. Added users are charged today for the rest of the billing period, then monthly. Removed users are credited on the next invoice. To go beyond 10 users, contact sales@caseinsight360.com.
If all seats are in use, revoke a pending invitation or deactivate a member to free one.
Firm profile
Account → Firm Profile holds your letterhead and the attorneys who sign letters, with their bar numbers. Records request letters use it. A firm admin should fill it in before drafting letters; otherwise the letterhead and signature print as placeholders.