Manage Users, Add/Delete Attorneys and Support Staff

For Plus accounts, the user may add additional user accounts for extra attorneys and support staff. Please contact support if you’d like to upgrade your account from Basic to Plus.

Add additional users to your account

1. Click Settings at the top.
   
2. Then click Manage Users on the left menu.
   
3. Click the Add Attorney or Add Support Staff link on the right hand side.
   
4. Enter Attorney information, and then choose a Plus or Basic account type for the attorney. Click the Save button to add them. Once submitted, the system will generate a “Welcome” email to the attorney you’ve just added containing their login credentials.
   
5. Enter Support Staff Information. Then click Save. Once submitted, the system will generate a “Welcome” email to the support staff person you’ve just added containing their login credentials.
   

   If you need to authorize support staff for a specific attorney, you can do this here as well. Learn how to authorize support staff for specific attorneys…

Discover more settings options…