Invite a member to your firm

Owners and Partners invite colleagues from the Members page. The invitation is emailed and valid for 14 days.

Steps

1. Open Settings and the Members tab.
2. In the Invite a member card enter the colleague's Email.
3. Choose the Role: Partner, Lawyer, Paralegal or Accountant (default Lawyer). Only an Owner can grant the Owner role. Roles are explained in Roles and permissions.
4. Click Send invitation. You see Invitation sent ✓ and it is added under Pending invitations.

Under Pending invitations you can Resend (extends validity by 14 days from now) or Revoke an invitation.

Once the colleague accepts (Accept an invitation) you get a notification and they appear in the members list.

Seats and the user limit

• Free and Solo plans: one user only (you), so no invitations can be sent. You'll see "You've reached the Free plan limit: 1 user…". To invite colleagues move to the Firm plan; see Upgrade.
• Firm plan: no user limit, but every active member is a paid seat (minimum 3); see Seats.
• Pending, unexpired invitations count towards the limit.