Help Center

Firm privacy and data sharing

What partners in your firm can see about each other and clients.

Single Sign-On (SSO) for your firm

Configure SAML so your team logs in with your existing identity provider.

Transfer firm ownership

Hand over the firm owner role to another admin securely and irreversibly.

Firm-level beneficiaries (firm-sponsored consultations)

How a firm can sponsor consultations for its own members or clients as beneficiaries.

Firm-level calendar delegation

How firm admins assign staff to manage other lawyers' calendars and bookings.