Multiple firms

Manage more than one firm from one account

Many advocates work across more than one practice. Add each firm or chamber as its own workspace and switch between them in a tap, with no second login and no mixing of matters.

Separate workspaces, one login

Your profile always shows which firm you are working in. The cases, groups and team you see follow that firm, so one practice's matters stay apart from another's.

You can add a firm, rename it or change its logo from My Firms, so that each workspace is easy to recognise.

The Advocate Diary profile screen with the current firm and the Switch firm button
Benefits

What you get with Multiple Firms

Switch in a tap

Change your current firm from your profile, without logging out.

Kept separate

Cases, groups and team members follow the firm you are working in.

Firm branding

Add a firm, rename it, or give it its own logo.

How it works

How to use Multiple Firms

  1. 1

    Add a firm

    Open My Firms in your profile and add your firm's details.

  2. 2

    Set it up

    Add that firm's team, cases and groups.

  3. 3

    Switch any time

    Use Switch firm to move between your workspaces.

FAQ

Multiple Firms FAQs

How do I switch between firms?

Open your profile and tap Switch firm. The cases, groups and team you see then follow the selected firm.

How many firms can I add?

The number of firms available depends on your account's plan. Your dashboard shows how many you are using.

Do firms share data with one another?

Each firm is its own workspace, so its cases, groups and team stay with that firm.

Can I change a firm's name or logo?

Yes. You can rename a firm or change its logo under My Firms.

Related features

Works well with

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