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Connecting with your law firm

Connecting with your law firm

First, let’s make sure you are setup in PropertiFlow, and connected to your law firm. This connection will allow a property manager (you), to connect with your law firm and allow them to process your cases. This is critical to getting the most out of PropertiFlow.

Steps:

1. Navigate to the Settings Page

To see your connected law firms, simply go to the Settings Page using the icon on the left menu.

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2. Add Client

In the Settings page, in the Partnered Law Firms section, select Add Law Firm.

In the pop-up window, search for your law firm from the list or by email. Once you have selected a law firm, hit Send Invites to connect their account to yours. They’ll receive an request notification and be asked to confirm the connection. Once they accept, you are ready to start processing cases!

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If you can’t find your law firm on PropertiFlow, you can always invite them by entering their email in the bottom section of the pop-up. Once you are done adding the emails, hit Send Invites. Your firm will receive an email to signup for PropertiFlow. Once they complete signup, their account will automatically be associated to your team’s account.
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Learn More

Check out the next page on adding your properties → 🏢 How to add properties