Firm Admins

Applies To

LexWorkplace Starter, Core, Advanced

LexWorkplace allows you to create Groups of users in your firm, to organize your teams and to define who should have access to what.

“Firm Admins” is a special LexWorkplace group that defines who in your firm has elevated access and rights in your LexWorkplace account.

What Firm Admins Can Do

Members of the Firm Admins group have elevated access and rights compared to users that are not members of this group. You should carefully consider who in your firm should have this level of access.  

Firm Admins Can:

  • See and Access All Matters

  • Create and Edit Groups

  • Add and Remove Members to Any Group

  • Apply Permissions to Individual Matters

  • Access Private Firm Documents (in addition to Public Firm Documents)

  • Manage Integrations (including Clio Manage and Litera Compare)

  • Manage Email/Exchange Settings

  • See and Manage Shares (Document Sent to Outside Parties) for All Users

  • Revoke and Resend Shares from Any User

  • Enable and Configure Document Stamping

  • Add/Remove Other Users To/From the Firm Admins group

How to Add/Remove Members of Firm Admins

Any member of Firm Admins can add (or remove) other members of the firm to the Firm Admins group. To do so:

Navigate to Settings > Permissions & Access > Edit Permission Groups

From here you’ll see the Firm Admins group, along with any other groups created by your firm.

  • Click Firm Admins to manage this group.

  • On the next screen you can add (or remove) any active users in your firm to the Firm Admins group.