Team and preparations

The principal manages firm membership. Each lawyer or assistant also needs a matter assignment to see that matter's records. The principal can see all matters.

Invite a firm member

1. Open Team & safety. Under Firm members, enter Full name, Email and Firm role: Lawyer or Assistant.
2. Choose Save member.
3. Find that member's record and choose Send invitation. In local development, retrieve it from the development outbox.
4. Open the matter in Matters and use Matter access → Firm member → Grant access.

Lawyers can review and open matters, prepare and approve bills, export reviewed CSVs, and confirm and complete deadlines. Assistants can record time and disbursements, save documents and propose deadlines on assigned matters.

Choose Deactivate to remove a person's firm access immediately. Reactivate restores their active membership. To remove a single matter assignment, use Remove under that matter's Matter access.

Give an agent preparation access

The principal or a lawyer can create a key for their own account:

1. Under Agent preparation keys, enter Agent name.
2. Choose Create preparation key. Copy the New private key immediately; it is shown only once.
3. Keep the key private and give it only to the agent you intend to use. Choose Hide key when finished.
4. Follow the repository's API reference to prepare matters, bills or deadlines.

The key follows your current role and matter access. Use Revoke beside its name to stop access immediately. Agents prepare proposals; they cannot perform human approvals, export bills, import contacts, restore archives or erase originals.

Review a preparation

Open Preparations and inspect the pending proposal's kind, agent name and full payload.

• For a matter, choose Search proposed parties, review all results, enter Conflict review conclusion, check the authority confirmation and choose Accept preparation. This opens the reviewed matter.
• For a bill, choose Accept preparation after checking its sources. It creates a draft bill; continue in Time & bills to inspect and Approve exact bill before downloading.
• For a deadline, choose Accept preparation after checking its source and date. It remains proposed; continue in Deadlines for a lawyer's Confirm deadline review.

To decline, expand Decline, enter a Reason, and choose Decline preparation. The preparation records who decided and when. The principal can also inspect Recent activity in Team & safety.