Firm Management

What is the Firm Console? How do I see everyone's court schedule for the week? How do I view the firm activity feed? What activity events are tracked? What does the Firm Account see when they log in?

What is the firm pool, and how do I claim a client from it? How do I see every client in my firm? How do I take over a file another solicitor holds? How do I assign clients from the firm pool to someone? Who gets notified when an unassigned client appears on a law list? How do I reassign a client to another lawyer? How do I move several of a lawyer's clients to someone else? What happens to shared clients when a member leaves the firm? Can firm admins or the practice manager see everyone's clients?

How do I invite someone to my firm? What are practice roles, and how do I convert support staff to solicitor? I received a firm invite. How do I join? What happens when someone requests to join my firm? Someone at my email domain signed up. What is this notification? How do I sign up if my firm is already on Acquit? Two of us added the same client. How do I fix it?

How do I set up my firm on Town Agencies? How does the firm Town Agencies inbox work? How do I create a firm-initiated agency request?

What is delegation and how does it work? How do I switch to view a delegated member's data?

How does the departure data split work when a member leaves? Can I leave a firm on my own? How do I dissolve my firm? What happens to my data if my firm is dissolved? How do I export my firm's data? How do I reassign the Firm Account? How do I transfer firm ownership?

How do I choose which firm alerts I receive? What automatic alerts do firm admins receive? How do I view firm analytics? What does the Firm Members analytics section show?