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Invite your team

3 min read · Updated 09 Jun 2026

You can add unlimited users up to your plan's seat limit. Each invited user gets their own login.

Steps

  1. Go to Settings → Users
  2. Click + Invite user
  3. Enter their email and assign a role

Roles include Owner, Admin, Advocate, Paralegal, and Client. You can customize permissions per role.

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