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User Management
Add team members to your organization and manage their access.
Inviting Team Members
You can invite attorneys, paralegals, and support staff to your organization.
- Click on your organization name in the top navigation
- Select "Manage Organization"
- Navigate to the Members tab
- Click "Invite Members"
- Enter the email address of the person you want to invite
- Click Send Invitation
⚠️ User Limits
The number of users you can add depends on your subscription plan:
- Starter: Up to 5 users
- Professional: Up to 15 users
- Enterprise: Unlimited users
Managing Roles
Organization members can have different roles:
Admin
Full access to all features including billing, settings, and user management. Can invite and remove members.
Member
Standard access to clients, matters, calendar, and invoices. Cannot manage organization settings or billing.
Removing Members
- Go to Manage Organization → Members
- Find the member you want to remove
- Click the three-dot menu next to their name
- Select "Remove Member"
- Confirm the removal
Note: Removing a member will not delete the data they created (clients, matters, etc.).