Getting started · 5 guides
Invite your team
Invite colleagues by email or with a shared link, choose their seat type and role, and manage invitations that are still waiting.
Send an invitation
- Open Settings, then Team & roles.
- Click Invite people.
- Enter the person's First name and Email.
- Under Seat type, choose Lawyer or Staff. Each option shows how many seats of that type you have used.
- Under Roles, choose one or more roles. The role decides what the person can do in the firm.
- Read the note under the roles. It tells you whether the seat is included in your plan or will cost extra.
- Click Send invite.
The person gets an email to set up their account. They appear on Team & roles with the status Invited until they accept.
Choose the right seat
| Seat type | Who it's for |
|---|---|
| Lawyer | Anyone who is the responsible lawyer on matters, records billable time or uses the AI assistant |
| Staff | Secretaries, clerks, paralegals and accountants. They do everything their role allows, without the AI assistant or billable time |
If all the seats of that type in your plan are taken, the window shows what the extra seat costs and how your monthly bill changes. A firm admin must tick the box to agree to the cost, then click Add seat and send invite. If you're not an admin, ask one to send the invitation.
Some plans have only one lawyer seat. In that case the window offers Invite as staff instead, or an admin can upgrade the plan from the same place.
Share an invite link
At the bottom of the Invite to firm window, under Or share an invite link, click Copy link. Chronica copies the link so you can paste it into a message.
Anyone with the link can join the firm. They join without a role, so they can't do much until an admin gives them one.
What the person you invite does
- They open the invitation email.
- On Join your firm on Chronica, they enter their First name, Surname and Phone number. People who joined through a shared link also enter their Work email.
- They create a password and click Join the firm.
Their status on Team & roles then changes to Active.
Manage invitations and people
Firm admins see these actions on each row of Team & roles:
- Resend sends the invitation email again.
- The cross next to Resend withdraws the invitation. You can reactivate it later.
- Manage on an active person opens Change roles and Deactivate.
To see people you have deactivated, switch on Show deactivated people.
Questions
Someone didn't get the email
Check the address on their row. If it's right, click Resend. If it's wrong, withdraw the invitation and send a new one to the right address.
How do I change what someone can do?
How many seats do we have?
Open Settings, then Plan & subscription. The Seats card shows lawyer and staff seats used and included. See Your plan and subscription.