Help Center

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.

Case packages

Fixed-envelope billing for a whole matter instead of per-booking — proposed by lawyer, approved by sponsor.

Caseworkers (org-only)

How sponsor-org admins assign a specific staff member to own each beneficiary's case.

Follow-up recommendations

How lawyers propose a follow-up consultation and how sponsors approve, decline, or defer.

Scope changes and beneficiary reconsent

How sponsorship scope is tightened or loosened, and what the beneficiary has to do.

Chat & Messaging

Learn how to message your lawyer or client directly within a booking, send booking proposals, and what happens when the conversation closes.