The Organization section allows organization owners and admins to manage their firm's settings, users, subscription, and reporting tools from a central location.
Where to Find Organization Settings
Click your profile icon in the bottom left corner of the application.
Select Settings.
Under the Organization section, choose the setting you want to manage.
Note: Organization settings are only visible to Owners and Admins.
General
The General page allows you to update your organization's core information, including:
Organization Name
Website URL
Contact Email
Contact Phone Number
Business Address
Time Zone
Be sure to click Save Changes after making any updates.
Team
The Team page allows you to manage users, available seats, and organization roles.
Each person in your firm must have their own individual ProPlaintiff.ai account. Login credentials should never be shared.
ProPlaintiff.ai allows only one active session per user. If the same account logs in from another device or browser, the previous session will automatically be signed out.
Providing individual accounts helps maintain security, auditing, and proper access controls. If you need to add additional users to your organization, continue reading the next section for instructions on adding seats and inviting new team members.
Adding Seats and Team Members
If your organization needs additional users, you'll first need to add available seats before inviting new members.
To add additional seats:
Open Settings.
Select Team under the Organization section.
Click Invite Members.
Complete the seat purchase process.
Once seats have been added:
Click Invite member.
Enter the new team member's information.
Send the invitation.
The invited user will receive an email with instructions to create their account.
Note: Seat pricing follows the terms outlined in your subscription agreement or signed term sheet.
If you have questions about pricing, contact sales@proplaintiff.ai.
Legacy Customers
If you are on a legacy subscription and need additional seats, please contact our sales team to discuss your available options.
Email: sales@proplaintiff.ai
Managing Roles
Organization owners and admins can assign user roles directly from the Team page.
Available roles include:
Owner
Full administrative access
Manages subscription and organization settings
Can manage all users
Admin
Manages organization settings
Invites and manages users
Cannot transfer organization ownership
Member
Access to cases and ProPlaintiff.ai tools
Cannot modify organization settings
Roles can be updated at any time using the role dropdown next to each team member.
Owners and admins may also remove users from the organization when necessary.
Subscription
The Subscription page allows you to:
View your current subscription
Review billing history
Download invoices
Manage payment methods
Request subscription changes or cancellations
System Logs
System Logs provide a complete audit trail of activity within your organization.
You can:
View user activity
Monitor setting changes
Review administrative actions
Troubleshoot account activity
System Logs are useful for compliance, auditing, and internal administration.
Need Help?
š Check out our YouTube video - ProPlaintiff.ai V3 Tutorial Walkthrough
If you need additional assistance, please donāt hesitate to reach out to our support team via chat or email us at cx@proplaintiff.ai. We're here to help!