Firm admin — Tips & tricks

Onboarding without chaos

• Finish Firm info + Team before any client invite.
• Enable one collaboration path first (usually Messages + Evidence upload).
• Add billing/pay and trust visibility in a second pass.
• Give every new attorney the Attorney operating link in their invite email body.

Least privilege

• Not everyone needs firm Admin role.
• Paralegals rarely need Trust Accounting nav.
• Turn off modules you are not ready to support in help tickets.

Trust safety

• Keep block disbursement on overdraft on unless you have a written exception process.
• Do not show trust balances in the portal until bookkeeping can answer client questions the same day.
• Treat IOLTA recon as a scheduled ritual, not an emergency-only screen.

Modules and integrations

• Change one module setting at a time; note why for your team.
• Disable unused webhooks; they are a common source of “mystery” updates.
• After staff leave, rotate API keys they could have seen.

Support deflection

• Point attorneys to the Attorney FAQ before opening a ticket.
• Point clients to the Client FAQ / portal Help.
• For login failures, confirm role (client vs attorney) before assuming an outage.

Related

• Day-to-day guide
• Advanced usage
• FAQ