For the Owner: set up practice areas and your team

Changing settings needs the Owner, Admin or Partner role. Inviting people needs Owner or Admin. Open Settings with the gear at the top right. On a phone, open the building icon, then Settings. The list on the left shows every settings page.

1. 1

   Select Practice areas & services. Under Add from a template, select a button such as + Family Law to add a ready-made practice area with typical services, tags and intake fields. Or use Add a custom practice area and fill in Name, Description and Colour.

2. 2

   Under a practice area, type a New service and select Add service. Beside any row use Edit, Deactivate or Delete. A deactivated item drops out of the lists staff choose from.

3. 3

   Select Team. Under Invite a colleague, enter their Email, choose a Role and select Send invitation. The link in their email works for 7 days.

4. 4

   Choose a role to match the job. Owner: everything, including billing. Admin: everything except billing. Partner: sees everything, manages settings and reports, decides on conflicts and KYC. Lawyer: works enquiries. Case Manager: enquiries and documents. Intake Manager: runs intake and reports. Intake Staff: captures and updates enquiries. Marketing: reads enquiries and analytics. View Only: reads only.

5. 5

   To change a role, use the Role menu in the Members table. Select Remove to take someone out. Under Pending invitations, select Revoke to cancel an invitation.

6. 6

   Select Firm and check Lead visibility: Everyone sees every lead, or Lawyers see only leads assigned to them. Select Save settings.

Invited people follow Your first day in Qadiyo. The Team page shows how many places your plan includes. Only an Owner can change another Owner's role.