For Lawyers: How To Add Law Firm Team Members in Shoobx

This article explains how a lawyer can add law firm colleagues to Shoobx.

Adding Law Firm Team Members

Log in to Shoobx, and click on your Law Firm name.

Click "Companies and Firms" under the "Directory" heading. 

Click on the "Manage" gear icon to the right of the relevant client.

Click on "Add Team Member."

Enter their name and email address.

You may then select their roles and permissions by clicking the menu button next to their name.

This will successfully add a lawyer to Shoobx. If any questions come up, email support@shoobx.com anytime!