Firm admin — Full operating workflow
For the firm administrator (or managing partner) who owns firm identity, team access, modules, and billing contact. Surface: Admin Console.
Who this is for
| Role | Access |
|---|---|
| Firm admin / managing partner | Admin Console — your firm’s settings only |
| Attorney who also admins | Admin Console + attorney workspace |
End-to-end firm operating loop
Sign in → Admin Console → Firm info → Team & roles → Modules
→ Billing & plan → Client portal config → Security → Audit readiness
→ Hand off to attorneys for first matter
1. Sign in and open Admin Console
- Sign in at https://app.familycase.ai.
- Open https://app.familycase.ai/admin-console-v2/ (or Settings → firm info link).
- Confirm you see your firm Dashboard.
2. Firm identity
Firm info — legal name, address, bar / jurisdiction identifiers, and contact details your clients and invoices should reflect.
3. Team & roles
- Open Team & roles.
- Invite attorneys and staff (+ Add user).
- Assign roles carefully (Attorney, Paralegal, Office, User, Admin as shown in your UI).
- Confirm each person can sign in before inviting clients.
- Use MFA reset / deprovision flows when someone leaves.
4. Turn on only what you will use
Module Settings groups typically include:
- Legal Work
- Client Collaboration
- Billing
- Trust & Payments
- Growth & Intake
- Firm Management
Enable what you need in week one (often Legal Work + Client Collaboration). Defer connectors and trust writes until you are ready to supervise them.
5. Billing & plan
Billing & plan — confirm Stripe subscription / customer portal when self-serve billing is active. Controlled pilots may skip checkout.
Rate cards — set hourly rates before serious timekeeping.
6. Client portal configuration
Client portal page — choose what clients may do, for example:
- Upload documents / evidence
- Message the attorney
- See deadlines
- Pay invoices
- See trust balance
- Download evidence
Also set MFA / session expectations for portal users as offered in the UI.
7. Trust and IOLTA (when ready)
| Page | Purpose |
|---|---|
| Trust auto-refill | Floors, auto-refill, overdraft block |
| IOLTA reconciliation | Bank / register / client-ledger views |
Do not enable trust client visibility until your internal process is clear. Money movement stays human-approved.
8. Security, audit, and export
- Security — MFA, sessions, IP allow-list / SSO as available.
- Audit log — compliance trail for sensitive admin actions.
- Data export — when you need an export package.
9. Hand off to practice
- Attorneys follow the Attorney operating workflow.
- Create one matter, upload test evidence, then invite one client.
- Keep AI behind attorney review firm-wide.
What firm admin does not include
- Practicing law for the client (that stays in the attorney workspace)
- Autonomous AI sends or court filing