User Management |
All firm users requiring access must have a user account. Administrators have the option to fully activate new users from within User Management, including password setup.
We offer a variety of roles from which you can choose including the ability to customize roles based on your firm's needs.
When adding a user, the system will also add this individual as a matter owner. In the Add User window, you will see the Matter Owner Settings for review and updates. A matter owner is the lawyer responsible for administering the case. Naming a matter owner helps you organize matters and generate reports.
In some situations, certain users may only be permitted access to a particular Matter Owner's matters. You can set this restriction under Account > User Management.
A timekeeper is a person who is assigned to a particular time or expense entry. When adding a User, the system will also add this individual as a timekeeper.
The Timekeeper Targets feature allows firm administrators to set annual or monthly billable hour goals for individual timekeepers. Timekeepers can then monitor their own performance against those goals in real time.
In some situations, certain users may only be permitted access to a certain timekeeper's entered data. You would set this restriction under Account > User Management.
You can limit a user's access to bank details.
You can change the email address associated with your account. You will get notifications to your email address should you choose to receive them.
Caution: Be sure not to change your Login ID in error. Your Login ID (username) is usually your email address. You can let that remain or change it to a preferred Login ID.
Within the User Management feature, you can determine which reports a user can access under the Reports.
Note: As a default, new users can access only Billing and Matter related reports.
Firm admins can set user passwords, force users to reset their password, or change the user's password. Users can also change their own passwords.
Note: If you are your firm's admin and lone user, contact our support team for assistance resetting your password.
Our integrated CRM feature helps you manage business development functions such as client intake, client scheduling and follow-up, and more, to convert leads to new clients.