Invite Team Members

What this walkthrough covers

1. 1

   Team members section

   This section shows all current members of your firm and their roles.

2. 2

   Generate invite code

   Click "Generate invite code" to create an 8-character, single-use code you can share with a colleague.

3. 3

   Copy or share the code

   Copy the code to clipboard, or use the Share button on mobile to send via WhatsApp, email, etc.

4. 4

   Or send by email

   Or enter a colleague's email address here to send them a direct invitation with a personal link.

Related help articles

• Managing firm members

  Invite and remove colleagues, assign roles, and manage permissions.

• Firm accounts overview

  What firms are, how they differ from individual lawyers, and when to create one.