Firm User Documentation
What does this do for me?
This track helps law-firm staff get into the correct firm workspace and begin the two core records used throughout Legal Hub: clients and matters.Sign in and choose a firm
Open the Legal Hub sign-in page. The app sends you to its hosted sign-in flow. After sign-in, your active membership determines whether you see the firm workspace or the client portal. If you belong to more than one organization, open Settings and choose an Active organization before working with records. The app uses that selection for later requests.What is in the firm workspace?
The navigation includes the Dashboard, Clients, Matters, Tasks, Intakes, Forms, Documents, Invoices, Time & Expenses, Trust/IOLTA, Appointments, Inbox, Practice Tools, Reports, AI Assistant, and Settings. What you can read or change still depends on your membership, role, and permissions. Client users are directed to a separate portal with My Matters, Documents, Invoices, Forms, Appointments, Messages, and Settings.Start here
Set up your firm workspace
Select the right organization, review branding, and invite firm or client users.
Create a client and matter
Create a client record, then open a matter linked to that client.