Firm Management
How to create a firm, invite members, manage roles, and track firm usage.
Firms let you organize your team, share credits, and track usage across all members. Firms are optional — you can use Exlitem as an individual attorney without one.
#Creating a Firm
- Go to Dashboard → Firm
- Click Create Firm
- Enter your firm details:
- Firm Name (required)
- Website (optional)
- Click Create
You automatically become the firm's first Admin.
Screenshot
The Firm page for a user without a firm, showing a card with the heading 'Create Your Firm', a description about managing your team and sharing credits, and a 'Create Firm' button. Below it, a dialog for entering Firm Name and Website fields.
#Firm Overview
Once your firm is created, the Firm page shows:
#Summary Cards
Four cards at the top provide key firm metrics:
| Card | Description |
|---|---|
| Firm Name | Your firm's name |
| Credit Balance | Total credits available to all firm members |
| Members | Number of people in the firm |
| Your Role | Your role in the firm (Admin or Member) |
#Team Members
The team section shows all firm members in a table (desktop) or card view (mobile):
| Column | Description |
|---|---|
| Name | Member's full name, with "You" indicator for your own row |
| Member's email address | |
| Role | Admin or Member badge |
| Joined | Date the member joined the firm |
| Actions | Manage options (Admin only) |
Screenshot
The Firm page showing the firm name in the header with a website link, four summary cards (Firm Name, Credit Balance: 42, Members: 5, Your Role: Admin), and a team members table showing names, emails, role badges (amber Admin, gray Member), join dates, and action menus.
#Inviting Members
Only firm Admins can invite new members:
- Click Invite Member in the firm header
- Enter the member's email address
- Click Send Invitation
The invitee must have an existing Exlitem account to join. They'll receive an email invitation to accept.
Note: Invited members join as Members by default. You can promote them to Admin after they join.
#Managing Roles
Firms have two roles:
| Role | Permissions |
|---|---|
| Admin | Invite members, promote/demote roles, remove members, view all firm data |
| Member | Use shared firm credits, view firm member list |
#Promoting or Demoting
As an Admin, click the actions menu on any member row to:
- Promote to Admin — give a Member admin privileges
- Demote to Member — remove admin privileges from an Admin
#Removing Members
Click Remove on a member's row and confirm the action. Removed members lose access to firm credits but retain their individual account.
#Shared Credits
When you're part of a firm, all credits are pooled:
- Any firm member can spend credits to unlock expert profiles
- Credit purchases by any member add to the firm balance
- See Credits & Unlocks for details on purchasing
#Firm Usage
Track how credits are being used across your firm. The firm dashboard shows usage by member, making it easy to understand spending patterns and plan future credit purchases.