For lawyers

Assign a firm delegate

As a firm owner or admin, attach a staff member as the delegate of another lawyer's calendar.

Anyone with this link can open the walkthrough — no account is needed to watch the demo.

What this walkthrough covers

1
Open the assign dialog
Click Assign delegate at the top of the Firm → Delegates page. You see this button only if you are an owner or admin of the firm.
2
Pick the delegate
Choose the firm member who will manage someone else's calendar. They must already be an active member of the firm.
3
Pick the lawyer
Choose which lawyer's calendar the delegate manages. You can repeat the assignment to give one delegate access to several lawyers.
4
Confirm
Click Assign. The delegation appears immediately with the default firm-delegation permission set. You can edit permissions or revoke the delegation later.

For lawyers

As a firm owner or admin, attach a staff member as the delegate of another lawyer's calendar.

INTERACTIVE DEMO

~2 min· 4 steps

As a firm owner or admin, attach a staff member as the delegate of another lawyer's calendar.

Anyone with this link can open the walkthrough — no account is needed to watch the demo.

1
Open the assign dialog
Click Assign delegate at the top of the Firm → Delegates page. You see this button only if you are an owner or admin of the firm.
2
Pick the delegate
Choose the firm member who will manage someone else's calendar. They must already be an active member of the firm.
3
Pick the lawyer
Choose which lawyer's calendar the delegate manages. You can repeat the assignment to give one delegate access to several lawyers.
4
Confirm
Click Assign. The delegation appears immediately with the default firm-delegation permission set. You can edit permissions or revoke the delegation later.