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.
#The Organization Console
Once your firm exists, Dashboard → Firm opens the Organization Console — a tabbed view of everything your firm is doing on Exlitem. Which tabs you see depends on your role:
| Tab | What's on it |
|---|---|
| Overview | Reports in progress, delivered work, spend this month, monitoring run-rate, plus a "Needs attention" list and a recent-activity feed |
| Usage | Usage broken down by person, spend by claim, and CSV export |
| Billing | Unbilled usage, invoices, outstanding balance, and payment terms |
| People | Your roster, role management, and outstanding invitations |
If your role doesn't grant access to any of these — or you haven't created a firm yet — you get the simpler firm view instead, with your member list and the create-a-firm path.
Screenshot
The Organization Console showing the firm name in the header and a tab strip (Overview, Usage, Billing, People). The Overview tab is active, showing four metric tiles (Reports in progress, Delivered, Spend this month, Monitoring run-rate) above a 'Needs attention' card and a 'Recent activity' feed.
#Inviting Members
Members are invited from the People tab, by anyone whose role allows managing people:
- Click Invite member
- Enter the colleague's email address
- Pick the role they should join as — the picker shows what each role can do
- Click send
They'll receive a tokenized email invitation. If they don't have an Exlitem account yet, the invitation is consumed when they sign up — no need to coordinate timing. Any personal credits they hold move into the firm's shared pool when they accept.
#Roles
Firms have four roles:
| Role | What they can do |
|---|---|
| Org Admin | Full control: people, billing, usage, and all research |
| Member | Orders research and sees the whole firm's library and prices |
| Viewer | Reads every firm report. No prices, cannot order |
| Restricted Viewer | Reads only reports shared with them. No prices, cannot order |
Prices and billing figures are hidden from Viewers and Restricted Viewers throughout the product, not just on the console.
#Changing roles and removing members
From the People tab, use the role control on any member's row to move them between the four roles, or remove them from the firm. You can't remove or demote the last Org Admin — someone has to hold the keys. Removed members lose access to firm credits and reports but keep their individual account.
#Sharing with Restricted Viewers
Because a Restricted Viewer only sees reports shared with them explicitly, the People tab shows a per-person share list so you can see and manage exactly what each one can open.
#Shared Credits
When you're part of a firm, all credits are pooled:
- Any firm member can spend credits to unlock expert profiles
- Only Org Admins can buy more — everyone else sees a Request more credits button that notifies the admin
- Personal credits move into the shared pool when someone accepts a firm invitation
- See Credits & Unlocks for details on purchasing
#Firm Usage
The Usage tab breaks down what your firm is spending and who's spending it — a per-person table, a rollup by claim or matter, and a CSV export for anyone who needs the numbers outside Exlitem.