LawServa
Firm Management, Staff and Access
Firm Management in LawServa is where the firm manager keeps the firm profile, staff, roles and access, rate cards, practising certificates, pupillage, training and leave, and the client portal. It controls who sees which screens and who may approve what. It is used by the managing partner, the office manager and whoever administers the practice.
Before You Start
You need the user management permission to open Firm Management under Firm.
The Firm Profile
Under Firm Profile, press Edit Profile to update the firm's name, address and contact details, and tick Registered for SST if the firm is registered. Press Save Profile.
Adding Staff
- Open Firm Management.
- Press Add Staff.
- Enter the Full Name, Email and Initials.
- Choose the Role.
- For a lawyer, enter the Bar Council Roll Number, and set the Hourly Rate, RM.
- Press Create Account.
The person signs in with the email and the password set for them. Use Reset Password if they forget it.
When Someone Leaves
- Find the person under Staff.
- Press Hand Over and choose who to Hand Everything To.
- Press Change Status and set them as having left the firm.
Handing over passes their work to a colleague, so nothing is left without an owner.
Roles and Access
Each person has a user type (role), and each role carries a set of permissions. Under Manage Access you can:
- Change Role for a person
- create a new user type with New Type and Create Type
- set a person's authority for an action to none, do, or do and approve, and press Save Level
Rate Cards
Rate Cards is a tab of Firm Management. Rates are dated, so a corrected old time entry is valued at the rate that applied on its date.
Practising Certificates, Pupils, Training and Leave
Firm Management also keeps Practising Certificates with their expiry dates, Pupils in Chambers (press Record Pupillage), a Training Log (press Record Training), and leave (press Record Leave) so the firm knows Who Is Available.
Client Portal
Client Portal is a tab of Firm Management. It lets a client sign in and see their own files, the documents you share with them one by one, their bills and their own account.
- Open Client Portal.
- Press Invite Client and choose the client.
- Press Send Invitation.
- Use Give Access or Set Access to choose which files and documents the client can see.
Invitation links are single use and expire quickly. A client sees nothing unless you have given access to it.
The Firm Owner Console
The owner of a LawServa subscription, often the managing partner, has a Firm Owner Console in the account menu. It covers every firm on the subscription.
| Screen | What It Is For |
|---|---|
| Dashboard | Items that need the owner's attention and recent activity |
| Law Firms | Each firm on the subscription, its term, days left and grace days; Firm Portal enters a firm |
| Users | Everyone on the subscription; Add Person with Full Name, Email, Initials, Law Firm, Role in That Firm and Level on This Subscription |
| User Types | The roles the account recognises; New Type with a Name and What This Type Is For, then Create Type |
| Reserved Authority | Who holds the reserved acts, such as moving client money, and whether each holder is an admitted advocate and solicitor |
| AI Lawyers | Per firm, Let This Firm Use the AI Assistant and which AI features are on or off; press Save Settings |
| Activity | A record of what was done on the account, when and by whom |
A person's access page lets the owner set each permission to No Access, Can Do or Can Do and Approve, press Save Access, set who they report to with Save Reporting, and record their standing with Save Standing.
Frequently Asked Questions
How Do I Stop Someone Seeing a Screen?
Change their role, or change the permissions of their user type under Manage Access.
What Happens to a Leaver's Files?
Use Hand Over to move their work to a colleague before changing their status.
Can a Client See All Their Documents in the Portal?
No. A client only sees files and documents you have shared with them.
Where Do I Change My Own Password?
Use Change Password in the account menu at the top right.