The Firm Account (practice manager) sees a different dashboard to practising lawyers: instead of Clients, Tasks, and Court Dates, the sidebar shows firm management tabs.
- Firm: Overview, Clients, Members, Delegations
- Court: Town Agencies (full marketplace access)
- Communication: Messages
- Management: Activity, Analytics, Billing, Export
- Settings: Firm settings, Integrations, Notification preferences, Security
The Firm Account can also lodge a Support Ticket from the add-actions menu, create Agency Requests from the Town Agencies page, and reach the Support Centre from the help menu in the page footer.
Personal account settings
The My Profile card sits at the top of Firm settings. The Login & Security card (email, password, 2FA) is under Security.
What they can change
On Firm settings, the Firm Account can change the firm logo. The other firm-wide details (name, contact details, data ownership policy, default locations) are read-only; changing them is reserved for owners, co-owners, and admins.
Note: The Firm Account cannot access Clients, Tasks, Calendar, Court Dates, Law Lists, personal Insights, or Tools; these are practitioner-only features.