Team & Firm Settings: Manage Your Team, Brand Your Platform, Connect Your Tools
Manage Your Team, Brand Your Platform, Connect Your Tools
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.
Problem
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.
Team Management
Workload Visibility
Case Assignment
Firm Branding
Firm-Wide Defaults
Firm Dashboard
0%
0%
Faster Results
18%
18%
Client Satisfaction
10+
10+
Law Firm's Trust
Access & Security
Control who has access and protect your firm's data.
Security Features
Two-factor authentication: Users can set up 2FA individually; firms can make it mandatory
Deactivate users: Admins can mark team members as inactive, immediately revoking access
Role management: Change permissions as team members' responsibilities evolve
Integrations
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
Everyone sees everything or nothing
Generic platform that looks like everyone else's
Manual data entry between systems
No visibility into team workload
Granular role-based access control
White-label branding with your logo and colors
Direct integrations with calendar, accounting, and filing systems
Dashboard showing applications per person and bottlenecks
Security & Compliance
SOC 2 In Progress
Type I and Type II certification in progress
Data encryption
All data encrypted on AWS servers
Expert insights
Available for law firms to enable for their team
FAQs
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