Frequently asked questions

Open the attorney sign-up page, fill in your name, email, and phone, then verify your email and phone via the OTP we send. After verification you submit your attorney application (state licenses, education, certifications). Once an admin approves the application your workspace becomes active.

On the sign-in screen click "Forgot password?". You can reset by email (we send a reset link) or by phone (we send a 4-digit OTP). After verifying, set a new password that has at least 8 characters, one uppercase letter, one number, and one special character.

The review notes are visible on your application page. Common reasons are missing state license proof, expired certifications, or unverifiable education. Update the information and re-submit — the original record stays linked so admins see your history.

Cases → New Case. Pick the client, set a title and case number, choose law categories and jurisdictions, and assign staff. Cases stay scoped to your active workspace and respect the case-count limit on your plan.

Your plan caps the number of active clients per workspace. The Clients page header shows your current usage (e.g. "5/10 active"). Upgrade your plan or deactivate inactive clients to free up slots.

Open the client detail page → File Manager tab. Upload files into folders and click the share icon. The client sees shared files in their own File Manager. You can also revoke access at any time.

PDF, Word, Excel, PowerPoint, images (jpg, png, gif, webp, heic), txt, csv, and zip. Maximum size is 25 MB per file. iOS captured photos are accepted as-is.

Yes. Open File Manager → Trash. Click Restore on the file or folder. If the original folder was also deleted, the restored item is moved to the workspace root so you can re-file it.

Invoices → New Invoice. Pick the client and case, add line items, set the due date, then click Send. The client receives an email with a payment link and can pay through Stripe.

Invoices automatically move to the "Overdue" status after the due date passes. Reminder emails are queued and the client sees an overdue badge on their dashboard.

Calendar → click any cell or use New Event. Choose Client Meeting, pick the client and case, set the date/time, and add invitees. Everyone gets an email invitation with a calendar attachment (.ics) and an in-app notification.

Each scheduled meeting gets a unique meeting room URL. Click "Open Meeting Room" on the meeting detail page (or the link in the invite email) to join. Audio/video runs through SendBird Calls, and chat is enabled by default.

Yes — open the meeting and click Cancel. All participants receive a cancellation email with a calendar update so the event is removed from their calendars. Cancelled meetings stay visible in the calendar with a red banner.

Workspace staff, your clients, and group chats you create. The Messages screen lists every conversation. Direct messages between attorneys and their clients are end-to-end logged for the workspace.

Yes. Chat history is preserved on the meeting detail page even after cancellation — only the chat toggle and join controls disappear.

First check Profile → Notification settings; you can disable email per channel. If everything is on, check your spam folder for messages from our domain. Admin users can see queue health under Admin → Configuration.

Yes, if your workspace admin has enabled the SMS driver in Admin → Configuration → SMS. Then turn on SMS in your personal Notification settings.

Workspace → Subscription. Pick a plan and click Upgrade or Switch Plan. Paid plans go through Stripe checkout — your saved card is charged immediately and the new limits take effect right away.

Your workspace switches to read-only mode: existing data stays visible but you cannot create new cases, clients, or invoices until you renew. A red banner across the top links to the Plans page.

Yes. Cancellation takes effect at the end of the current billing period — you keep access until then. The Subscription page shows the cancellation date underneath the Current Plan badge.

Workspace → Subscription → Saved Payment Methods. You can set a default card or remove old cards. The default card is charged automatically for renewals.

A workspace is your law firm. Your personal account can own one workspace and join others as a member. Cases, clients, files, and meetings are scoped to a workspace, so switching workspaces (top-left selector) changes what you see across the entire app.

Go to Workspace → Staff and click Invite. Enter the email, pick a role (Owner can manage billing, Member uses the workspace), and we send an invitation email. They sign up using that email and are auto-attached to your workspace.

Yes. Use the workspace switcher in the sidebar header to move between workspaces. Each workspace has its own clients, cases, plan, and settings.

Workspace → Working hours. Toggle each weekday on or off, set open/close times, and add multiple slots per day if you take a lunch break. Clients booking an inquiry see only the slots inside your hours.