Set Up Your Firm Workspace
What does this do for me?
This setup puts you in the right organization, lets you review the name and colors clients see, and gives authorized staff a place to invite users.1. Sign in
Open the Legal Hub sign-in page and complete the hosted sign-in flow. Legal Hub opens the firm workspace for an internal membership and the client portal for a client-only membership.2. Select the organization
- Open Settings.
- Find Active organization.
- Choose the organization you want to work in.
3. Review branding
Open Settings, then Branding. The implemented form includes the app name, email sender name, logo and favicon, primary and accent colors, reply-to email, app and portal hosts, and privacy and terms links. Choose Save branding after making changes. Your permissions determine whether the update is allowed.4. Invite a user
- Open Settings, then Team members.
- Choose Invite member.
- Enter the name and email.
- Choose Client portal user or Firm/internal user.
- Choose a role and default dashboard, then select Send invite.