Hivelight

Hivelight Overview (Account Setup)

Invite users to the workspace

How to change the workspace and matter roles of a user

How to edit the organization settings in Hivelight

How to revoke a user from a workspace

How to sync your practice management system to an additional workspace

How to add a new workspace to your organization (and delete it)

Automatic Task Reassignment (Matter Roles & Matter Team Roles)

Organization & Workspace Roles (Permission Levels) + Matter Roles & Matter Team Roles (Responsibility Levels)

How to edit your profile settings in Hivelight (name, password & MFA, title, notifications)

How to edit workspace name, time zone, jurisdictions

How to implement Hivelight or run a pilot for your firm

Ash Kelso

Account Setup

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.