Team, seats & roles
Invite teammates, assign a role, and track how many seats your firm has used.
Roles
Your firm account has an Owner (the account's original holder), plus assignable roles for teammates you invite: Admin, Attorney, Paralegal, and Read Only. Each carries a different level of access inside the firm workspace.
Inviting a teammate
From Team > Members, send an invitation by email with a role attached. Pending invitations are listed with their expiration date until they're accepted.
Seats
Your plan includes a set number of purchased seats. The Members page shows seats purchased, seats used, and pending invitations against that total, so you can see at a glance whether you have room to invite another teammate.
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