Navigation, switching firms and the account menu

The sidebar

On a phone it opens with the Menu button at the top. Items: Home, Leads, Clients, Client messages, Matters, Calendar, Tasks, Documents, AI assistant, Time & expenses, Invoices & accounts, Notifications.

At the bottom there is a Back to the site link.

Switching firms

The firm name and logo at the top is a drop-down:

1. Click the firm name.
2. Under My firms choose the firm; your role in each firm is shown beside its name.
3. To add another firm click Create a new firm.

If you belong to just one firm, opening /app/ takes you straight in; with several, you get the page Choose the firm to open.

The bell and the user menu

• The bell opens Notifications and shows the unread count.
• The circle with the first letter of your name opens: My account, Lawyer dashboard (if your account is a lawyer), and Sign out.