Organization settings in Divorcepath let law firms and legal teams collaborate on client files, share resources, and manage team members from a single workspace. This guide covers how organization admins set up and manage their organization.
What Is an Organization?
An organization in Divorcepath is a shared workspace for your firm or team. It allows multiple users to access client files, share templates, and work collaboratively under a single subscription. Organization admins control settings, access, team membership, and billing.
Organization Settings
To access your organization settings:
- Log in to your Divorcepath account.
- Click your name at the bottom of the sidebar and choose Organization. In the settings sidebar, this page appears as Your Organization > Organization Settings.
From here, you can review your team at a glance and manage security settings, organization information (name, description, and type), AI settings, document settings, the client portal, office locations, and your organization logo. Use the Jump to a section panel on the right to move between sections.
Inviting Team Members
Team members are managed on the Members & Access page. You can open it from the settings sidebar, or by clicking Open user administration in the Organization members section of Organization Settings.
To add a new member to your organization:
- Go to Members & Access.
- In the Invite a team member panel, click Invite member.
- Enter the email address of the person you wish to invite.
- Choose their Role in the organization and Professional type (see below), and assign one or more office locations.
- Click Send invitation.
The invited person will receive an email with a link to join your organization. If they do not already have a Divorcepath account, they will be prompted to create one. Pending invitations are counted at the top of the Members & Access page.
Each active member except bookkeepers uses a paid seat. The Seats bar shows how many seats are in use. If every seat is already in use, add seats first: click Manage seats to go to Billing & Payment.
Team Member Roles
Each team member has an organization role that determines their level of access:
- Admin -- can manage organization settings, members and access, billing, announcements, analytics, and integrations. Admins can always access every client in the organization.
- User -- works with client files, calculations, and documents. Which clients a user can open depends on your organization's access settings (see Managing Permissions below).
Each member also has a Professional type, such as Lawyer, Law Clerk, Paralegal, Assistant, Mediator, or Bookkeeper, which describes their role in your team. Bookkeepers do not require a paid seat.
To change a team member's role or details:
- Go to Members & Access.
- Find the member and click Edit.
- Update their Organization access (Admin or User), professional type, or assigned locations.
- Click Save.
Managing Permissions
Roles provide a default level of access, and organization admins can further control access with these settings:
- All members can access all clients (Organization Settings) -- when this is off, members can only access clients they are assigned to. Admins can always access every client.
- Limit members to matters from their locations (Organization Settings) -- when this is on, members other than admins can only see and open matters assigned to them or to someone who shares one of their locations.
- Security settings (Organization Settings) -- require two-factor authentication (you need it set up on your own account to turn the requirement off), block members from deleting their accounts, block public profiles or social media links, and automatically log out members after a period you choose.
- Per-member settings (Members & Access > Edit) -- set a member's two-factor requirement, reset their two-factor setup if they lose their authenticator, or switch their Account Status to inactive. Inactive members cannot log in and do not use a seat.
Office Locations
If your firm has multiple offices, you can add and manage office locations within your organization. Locations set the default location for new clients and are used to customize reports.
- Go to Organization Settings.
- Scroll to the Organization locations section (or choose Locations in the Jump to a section panel).
- Click Add location.
- Enter the office address, contact details, and court defaults, such as the default court and jurat city.
- Click Create.
Click a location to edit it, or click Set as default to make it your organization's default office. Team members can be assigned to one or more locations from Members & Access. If your firm or office details change, use Review matter information to find matters that no longer match a current office.
Organization Billing
Organization billing is managed centrally by organization admins. All active team members are covered under a single subscription. To manage billing:
- Go to Billing & Payment.
- View your current plan, seats in use, billing cadence, and next billing date.
- Update your seats, billing cadence, or payment method as needed.
For more detail, see the Managing Your Subscription article. For invoices and payment history, see the Invoices & Billing History article.
Organization Announcements
Organization admins can post announcements to all team members. Announcements are useful for sharing important updates, policy changes, or reminders.
To create an announcement:
- Go to Announcements in the settings sidebar.
- Click New announcement.
- Enter a title and message, and choose the announcement type and priority.
- Click Create Draft.
- On the Drafts tab, open the announcement's actions menu and choose Publish Now, then confirm.
Publishing sends the announcement to all organization members immediately. Team members can see announcements from the announcements icon at the bottom of the sidebar. Use the Published, Drafts, Scheduled, and Archived tabs to manage past and upcoming announcements.
Organization Analytics
Organization analytics provide insight into how your team is using Divorcepath. Go to Analytics in the settings sidebar to see:
- totals for clients, documents, interviews, and calculations over the reporting window (for example, the last 30 days)
- team performance, including clients, documents, interviews, calculations, and recent activity for each team member
- client engagement and platform utilization trends
Removing Team Members
To remove a member from your organization:
- Go to Members & Access.
- Find the member you wish to remove and click Edit.
- Click Delete.
- Confirm the removal.
Removed members will lose access to the organization's client files and shared resources. If you only need to stop someone from signing in for now, switch their Account Status to inactive instead. Inactive members do not use a seat, and you can reactivate them later.
Need Help?
If you have questions about managing your organization, contact our support team at [email protected].
