Firm admin — Day-to-day guide
Routine firm-admin work in Admin Console.
Daily / as-needed
| Task | Where |
|---|---|
| Approve or send invites; resend stuck invites | Team & roles |
| Reset MFA or disable a departed user | Team & roles |
| Confirm billing portal / failed payment follow-up | Billing & plan |
| Check audit entries after sensitive changes | Audit log |
| Adjust your own notification prefs | Notifications (YOU section) |
You do not need to live in Admin Console all day. Most matter work happens in the attorney workspace.
Weekly
- Team — anyone still pending invite? Anyone who left still active?
- Billing & plan — subscription healthy; rate cards still accurate.
- Client portal — capabilities still match what you tell clients.
- Modules — nothing enabled that the firm is not supervising (especially trust and API/webhooks).
- If trust is live: glance at Trust auto-refill / IOLTA reconciliation for alerts.
When onboarding a new attorney
- Add user with the correct role.
- Wait until they can sign in at app.familycase.ai.
- Point them to the Attorney day-to-day guide.
- Only then allow client invites on their matters.
When onboarding a new client (firm checklist)
- Attorney can open the matter.
- Portal capabilities match the engagement (messages, uploads, pay).
- Attorney sends the portal invite.
- Client lands on
/portal/and can complete password setup.
Profile and shortcuts
- Profile — your admin user profile.
- Keyboard shortcuts — console shortcut reference.
- Settings in the main app still manages personal login preferences (Settings).