Choose your workspace
Distinguish your personal account, professional practice and firms.
- 1 min read
- Who this is for: Clients, Lawyers, Law firms
- Last reviewed
Before you start
- Before you start
- Sign in; a firm workspace requires an active membership.
- Who can do this
- Account type and firm membership are separate relationships.
Steps
- Open your dashboard and its workspace selector. Lawyers can switch between their client activity and professional practice.
- To work in a firm, select its name. Check the displayed firm before editing, assigning a request or publishing content.
- When a guide opens a firm task, LeyFind uses your selected firm if you have permission. It opens the only eligible firm automatically, or offers a choice when several are eligible without a valid selection.
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