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Add an Attorney or Staff Person from the Firm Account

Settings Manage Users

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Last Update: February 1st, 2020

Accounts with a designation of Firm Admin may add an attorney or staff member, manage users, and delete users.

Learn more on deleting users…

Add an Attorney or Staff Person to your account

  1. Click Settings at the top.
  2. Then click Manage Users on the left menu.
  3. Click the Add Attorney or Add Support Staff link on the right hand side.
  4. When adding an attorney, enter their Bar ID, Name, and Email, and then click the Save button.

    NOTE: Only enter email address if you want the attorney added as a user.

  5. When adding support staff, enter their Name and Email, and then click the Save button.

    If you need to authorize support staff for a specific attorney, you can do this here as well. Learn how to authorize support staff for specific attorneys

Discover more settings options…

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