How do I transfer firm ownership?

You can transfer firm ownership to an existing co-owner or admin. Both you and the recipient must confirm by separate email links before it takes effect.

1. Open the Firm Console and go to Settings.
2. Scroll down to the Transfer Ownership section above the Danger Zone.
3. Select the co-owner or admin from the dropdown. If no one appears, first promote a member to admin or co-owner from the Members section (regular members cannot receive ownership).
4. Click Initiate Transfer. Confirmation emails are sent to both you and the recipient.
5. Both parties click the confirmation link in their email. The links are valid for 48 hours.

Once both parties confirm, the transfer runs automatically: the selected member becomes the new Owner, you become a Co-Owner, and every firm member receives an in-app notification.

Cancelling a transfer

Before both parties have confirmed, you can click Cancel Transfer in the same Settings section, or the recipient can click Decline on the confirmation page. Either action immediately invalidates both confirmation links.