Team & Firm Settings Manage Your Team, Brand Your Platform, Connect Your Tools
Manage Your Team, Brand Your Platform, Connect Your Tools
Problem
As law firms grow, managing who has access to what becomes complicated. You need attorneys focused on cases, paralegals handling documents, and admins managing billing. But most platforms are all-or-nothing: either everyone sees everything, or you're constantly managing permissions manually.
LegalBridge gives you granular control over team access, lets you brand the platform as your own, and connects to the tools you already use.
Team & Firm Management
This section focuses on optimizing team workflows and standardizing firm operations. It allows admins to manage case assignments and workload visibility while ensuring consistency through firm-wide templates for documents, retainers, and questionnaires.
Security & System Infrastructure
This group centers on data integrity and external connectivity. It provides administrators with robust tools to control platform access through security measures like two-factor authentication (2FA), user deactivation, and granular role management.
Connects to Your Entire Workflow
Team and firm settings affect how every other feature works.
Connects To | How |
|---|---|
Client Portal | Branding settings apply to what clients see |
All Features | Role-based access controls what each team member can do |
Case Evaluation | Calendar integration for booking consultations |
Billing | Stripe and QuickBooks integrations for payments and accounting |
Forms & E-Filing | USCIS, DOL, and DOS integrations for direct filing |
Why LegalBridge?
Without LegalBridge
Security & Compliance
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