Account Setup, Onboarding, and Invitations

This guide helps firm admins set up a CaseSolo account and bring the team in.

Create Your Firm Workspace

1. Create your account from the signup page.
2. Enter the firm name and primary email.
3. Choose the starting plan.
4. Confirm your email if prompted.
5. Complete onboarding from the dashboard.

During onboarding, add the firm basics first: practice areas, team roles, timezone, notification preferences, and default case settings.

Invite Team Members

Admins can invite team members from settings.

1. Open Settings.
2. Go to Roles or Firm Members.
3. Choose Invite Member.
4. Enter the person's email address.
5. Select the role.
6. Send the invitation.

The invitee receives an email with a secure invitation link. If the link expires, send a new invitation from the members page.

Choose the Right Role

• Admin: firm settings, billing, integrations, team members, and all cases.
• Attorney: case work, documents, tasks, reports, and communications.
• Paralegal or staff: case operations, documents, tasks, and assigned work.
• Viewer or limited roles: read-only or restricted access when configured.

Give each person the least access they need to do their work.

First-Day Checklist

• Add your team.
• Create or import a test case.
• Upload a sample document.
• Create a task.
• Connect calendar or email integrations if your firm uses them.
• Review security settings.
• Confirm billing and AI credit limits.

Invite Troubleshooting

If an invite does not work:

• Confirm the email address is correct.
• Ask the recipient to check spam or quarantine.
• Send a fresh invite.
• Make sure the recipient uses the latest invite link.
• Ask an admin to confirm enough seats are available.