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Adding Users to Your Lawmatics Account

Updated over 2 weeks ago

As your firm grows, you may need to add more users to your Lawmatics account. Each user should have their own account to ensure proper access control, personalized settings, and accurate task assignments.


👥 Why Add Individual Users?

Each Lawmatics user account includes:

  • Email and calendar sync (Google or Outlook)

  • Customized notification settings

  • Personal email signature

  • Booking availability tied to their calendar

  • Automated emails sent from or CC'd to the user

  • Task assignments specific to each user

  • Customized permission roles (set by admins)

  • Access to Lawmatics support

  • Secure, individualized sign-in access to view matters, forms, documents, reports, and more


➕ How to Add a New User

Step 1: Request Seats

Before adding users, contact the Lawmatics team to adjust your subscription:

📧 Email [email protected] with:

  • Your firm name

  • The number of additional users you’d like to add


Step 2: Invite the User

  1. Navigate to Settings using the gear icon in the left-side navigation.

  2. Scroll down and click Manage Users.

  3. Click the + Invite User button.

  4. Enter the user’s email address.

  5. Select a user role from your available permission levels.

  6. Click Send Invitation.

Step 3: User Accepts the Invitation

  • The invited user will receive an email invitation to join your Lawmatics firm.

  • They’ll click the link, create a password, and complete their account setup.

  • The new user will automatically inherit your general firm settings but should update their personal user settings, including:

    • Email/calendar sync

    • Notifications

    • Signature

    • Availability for bookings


🗑️ How to Remove a User

If someone leaves your firm or no longer needs access:

  1. Go to Settings > Manage Users.

  2. Locate the user in the list.

  3. Click the trash icon on the far right of their row to remove them.

🧾 If you're removing a user and not replacing them, email [email protected] to reduce your subscription seat count.


❓FAQs

💰 How much does Lawmatics cost per user?

To view pricing details or adjust your subscription, please contact us at
📧 [email protected]


🔒 Can I control what users can see or do?

Yes. Lawmatics supports custom permission roles.

To manage them:

  1. Go to Settings > Manage Users > Manage Roles.

  2. Create or edit roles with specific access permissions.

  3. Assign the appropriate role to each user.

Only Admin users can access and manage user roles.


Let me know if you'd like to include visual walkthroughs or link to related user management resources!

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