Invite team members to your firm
Inviting team members to your firm gives attorneys, paralegals, and staff access to shared cases, documents, billing, and communications. Only firm Admins can manage invitations and edit firm settings. Adding users early ensures everyone can collaborate on cases, tasks, and deadlines from the first day.
To invite a team member:
Go to Settings in the sidebar.
Open the Firm users area.
Select Invite firm user
Enter the email address and of the person you want to add.
Select "Send invites"
The invited user will receive an invitation email with a link to confirm their account. They will follow the same account confirmation steps to activate their access and join the workspace. This process ensures that every new user has a secure, verified login before they can view firm data. See Activate Your Clasp Account for what invited users should do next.
Only firm Admins can access and edit firm settings. If you do not see the invitation options, contact your firm's Admin.
Once the team member confirms their account, they can access the shared workspace and begin working on cases, tasks, documents, and calendar events. You can manage user roles and access controls within Settings as your team grows. If you need to add more users later, return to the same area in Settings and repeat the invitation process.
Related articles: New Firm Checklist · Activate Your Clasp Account