End User Guide: Firm Admin
Firm Admins (and permitted staff) work at /admin/... after login.
If a Super Admin impersonates your firm, you will see an orange banner at the top. Normal firm users do not see that banner.
Firm Admin Dashboard: key figures, recent matters, the reception day sheet and quick actions.
#After you log in
- Open
/login and enter your firm email and password.
- You arrive at Dashboard.
- Use the left sidebar for operations, finance, AI, and marketing.
- Staff only see menus allowed by their permissions.
#Dashboard
URL: /admin/dashboard
Purpose: Today’s snapshot of the practice.
| Card / section |
Meaning |
| Active Matters |
Matters confirmed or in progress |
| Today’s Consultations |
Consultations scheduled for today |
| Today’s Hearings |
Hearings due today |
| Revenue Today |
Money recorded today (and month context) |
| Recent Matters |
Latest matters with client, service, dates, amount, status |
| Reception day sheet |
Today’s consultations, active matters and hearings |
| Quick Actions |
Shortcuts: New Matter, New Client, Smart Forms, AI Tools, Case Tasks |
#Typical actions
- View all on recent matters → Matters list
- Open Case Task Board → Case Tasks
- + New Matter / + New Client → create forms
#Matters
URL: /admin/matters
Purpose: Manage all client matters.
#What you see
- Four cards: Active matters, Open, not started, Outstanding fees, Overdue tasks (click one to filter)
- Search by client, email or matter number (as you type), filters for practice area, balance due and status (with counts)
- Each row: client, matter number (
MAT-…), practice area, dates, next deadline, status and fees (Paid, or amount due)
#Actions
| Action |
When to use |
| New Matter |
A new matter entered by staff |
| Click a row |
Open the matter workspace |
| Edit |
Change dates, client or practice area (not after close/cancel) |
| Mark active |
Work begins (status must be Open); the matter becomes Active |
| Close matter |
Work is finished (status must be Active) |
| Cancel |
Stop the matter; optional reason |
Details: Matters. Full lifecycle: Matter Workflow.
URL: /admin/smart-forms (second item in the sidebar, under Matters)
Purpose: Legal documents clients fill in and sign online.
#Actions
| Action |
What it does |
| New form |
Draft with AI from a description, or start blank |
| Builder |
Drag fields into the document, edit the wording, Save form |
| Share |
Secure link (on/off, PIN, expiry), email, or send from a matter |
| Settings |
Name, intro note, submit label, staff notifications |
| Submissions |
Read, download PDF, link to a matter, Accept, Archive, Request changes |
| Changes |
For resubmitted responses: each round's request and every answer that changed |
Full guide: Smart Forms.
#Client Inbox
URL: /admin/inbox
Purpose: Read and reply to client conversations (website chatbot and WhatsApp when connected).
#What you see
- Conversation list (priority for messages that need a human)
- Thread view with history
- Connection status for WhatsApp (if configured)
#Actions
- Open a conversation
- Reply to the client
- Hand off from bot to staff when needed
Configure WhatsApp under Settings → Integrations (firm) and platform WhatsApp under Super Admin → Settings.
#Practice Areas
URL: /admin/practice-areas
Purpose: Define the practice areas you offer and their consultation fees.
#What you manage
- Name, description, consultation fee
- Photos / media
- Active / inactive
#Workflow
- Create a practice area (e.g. Family Law).
- Set its consultation fee.
- Add images.
#Clients
URL: /admin/clients
Purpose: Client profiles: a contact book and matter history for your firm.
#What you see
- Searchable client list
- Contact details, matter count, loyalty points (if used)
#Actions
- Create / edit client
- Open client profile and related matters
- Start a matter from client context when available
#Staff
URL: /admin/staff
Purpose: Firm users and what they can access.
See Staff & Permissions.
#Case Tasks
URL: /admin/case-tasks
Purpose: Track case work and deadlines across your matters.
#What you see
- Pending tasks, most urgent first
- The matter each task belongs to
- Assignees and scheduled dates
#Actions
- Create a task (Filing, Document Review, Research, Client Call, Court Prep)
- Assign staff
- Start, complete or cancel tasks
#Invoices
URL: /admin/invoices
Purpose: Client invoices (bills for matters and disbursements).
See Invoice Workflow.
#Expenses
URL: /admin/expenses
Purpose: Track firm operating costs.
#Actions
- Add expense (category, amount, date, notes)
- Edit / delete
- Review month/year totals
#Reports
URL: /admin/reports
Purpose: Practice performance summaries.
See Reports & Settings.
#Billing
URL: /admin/billing
Purpose: Manage what your firm pays LawDesk for its subscription (this is separate from client invoices).
#What you see
- Current plan, status, billing cycle, amount, and next renewal date
- The card on file the platform charges (brand and last 4 digits)
- Auto-renew toggle
- Your platform (subscription) invoice history
#Actions
| Action |
Effect |
| Add / update card |
Opens the payment gateway's secure hosted page to save a card |
| Remove card |
Deletes the saved card |
| Auto-renew |
Turn automatic subscription charging on or off |
#Support
URL: /admin/support
Purpose: Raise and track support requests to the platform team.
#Actions
- Create a ticket (subject, priority, category, message)
- Follow the conversation and see status updates on each ticket
- Receive email + in-app notifications when support replies or resolves your ticket
#AI Assistant
URL: /admin/ai
Purpose: On-demand AI writing and insights (uses firm AI credits).
- Service description generator
- Email writer
- Review response helper
- Marketing copy
- Revenue insights
- Fee Advisor: suggests a fee for a practice area and dates, based on your current workload
- Ask Your Data: answers plain-English questions about your firm's numbers
- Review Insights: summarises all client reviews into what clients love and what to improve
The badge on the menu shows remaining credits. Top-ups come from Super Admin → AI Credits.
#AI Staff
URL: /admin/ai-staff
Purpose: Semi-automated agents (reviews, client comms, case-tasks, revenue).
#Actions
- Enable agents and set budgets
- Review pending drafts
- Approve or dismiss suggestions
- Optionally allow auto-send where offered
Always review client-facing drafts before approving.
#Knowledge Base
URL: /admin/knowledge-base
Purpose: The documents the AI chatbot reads to answer client questions. You upload your own information (policies, FAQs, directions) and the chatbot answers from it.
#Actions
- Upload / manage knowledge documents
- Review unanswered questions / gaps
- Reindex after major content changes (this re-reads your documents so the chatbot uses the latest version)
#Website Builder
URL: /admin/website
Purpose: Build and publish the public firm site.
#Actions
- Create pages
- Edit blocks in the builder
- Use AI page generation from a short brief (if credits allow)
- Publish or keep as draft
- Toggle whether the site is live / direct
Clients visit /firm/{your-slug} (or your custom domain when configured).
#Languages & Currency
URL: /admin/localization
Purpose: Multi-language and multi-currency display for the public site.
#Actions
- Enable locales and currencies
- Set exchange rates
- Edit translation strings
- Optionally use AI to help translate
#Email Campaigns
URL: /admin/email-campaigns
Purpose: Marketing emails to client audiences.
#Actions
- Create a campaign
- Choose audience (e.g. all clients, recent, returning)
- Send and review open-rate style stats
Requires working SMTP (platform settings).
#Reviews
URL: /admin/reviews
Purpose: Collect, moderate, and reply to client reviews.
#Actions
- List / filter reviews by status (all, pending, published, hidden)
- Add or edit a review record (name, rating, source, comment, reply, status)
- Moderate: reviews left by clients on your website arrive as Pending.
Approve (publish) a review to have it appear on your site and count toward your
public star rating, or Hide spam/inappropriate ones. Replying also publishes it.
- Reply to clients (your reply is shown publicly on the review)
- The Public rating KPI is the average of your published reviews only, and it
shows how many published reviews it's based on
#Settings
URL: /admin/settings
Purpose: Firm-specific configuration (general, tax, policies, payments, integrations/WhatsApp, theme, domain, API access, notifications). Each tab has a save bar showing whether there are unsaved changes.
Details: Firm Settings and Reports & Settings.
#Related pages