Team
Who can sign in to HQ for your firm, and what each person can do.
Who has access
People with access
Everyone here signs in with their own email and two-step login. Never share a login.
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Lead alerts
Hear about new leads right away
When someone fills in a form on your website, everyone with lead emails on gets their name, phone, and what it’s about. Their written message stays in this dashboard, never in email.
Reminders when nobody has called back
If a lead is still marked New an hour after it arrives, we send a reminder, and one more after a day. It goes to the person the lead is assigned to, or else to everyone above. No reminders between 8 pm and 7 am. Changing the lead’s status stops them.
Lead routing
Who gets which leads
Each new lead is assigned on its own, by what it’s about. Urgent leads (a court date in the next two weeks) go to whoever is on call, by email, text, and desktop pop-up, even if their own alerts are off. Leave a row on “Whole team” and it stays unassigned for anyone to pick up.
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Add someone
Invite a teammate
Your data
Download all your data
One ZIP file with everything your firm has with us: your leads (as a spreadsheet too), notes, site writing and every earlier version, reviews, results, reports, your team list, the activity log, and every photo and file you uploaded. Saved passwords in your vault are left out.
How this worksWho can use HQ, what each person can do, and who hears about new leads.
- Who gets which leads: pick a person for each practice area, one for everything else, and who is on call for urgent leads (a court date in the next two weeks). New leads are assigned on their own. Owners and admins can change it.
- An owner or an admin invites a teammate with their email and picks what they can do: Viewer (look only), Staff (edit the site and onboarding), Admin (everything except removing owners), or Owner (everything, including billing).
- Change a role or remove someone from the list. Your firm always keeps at least one owner.
- Turn on Email me new leads to get each new lead by email.
- Add up to 3 more addresses, such as a front desk or intake inbox, for people who don’t need a login.
- Want a copy of everything? Owners and admins: Team → Download all your data. One ZIP with your leads (and a spreadsheet of them), notes, site writing and its history, reviews, results, reports, the activity log, and every file you uploaded.
What happens next: Invites arrive by email. Each person signs in with their own email and two-step login.
Full guide and common questions