The Firm Console is a management dashboard for firm owners, co-owners, admins, and practice managers (the Firm Account). It gives you a centralised view of your team.
- Click Firm Console in the main sidebar.
- Navigate between sections using the tabs: Overview, Schedule, Clients, Members, Activity, Delegations, Analytics, Billing, Firm settings, Export, and more.
From the console you can view aggregated stats, manage member roles, review firm-wide activity, and handle billing.
Note: Regular members do not see the Firm Console: only users with a management role can access it.
The Firm Account view
For the Firm Account (practice manager), the console tabs appear as the primary sidebar rather than a secondary panel, along with Town Agencies and Messages. The Support Centre is reached from the help menu in the page footer.