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Site Navigation

Written by Skyler Lambert

Main home — your list of cases. The left panel (Recent Sessions) lists your most recent depositions across all cases, so you can jump back into one from anywhere.

The main home case list

Case home — the documents in a case, along with the case's labels and its list of depositions.

Deposition home — where you prepare a deposition. You decide which case documents are relevant to this particular deposition and link them.

The header

The bar across the top is the same on every page:

  • The AgileLaw logo takes you back to Main home (your case list).

  • What's new shows recent product updates.

  • Your account name (top right) opens the account menu.

The account menu

From the account menu you can reach Account Settings, Help and Support (how-tos for the application), Tutorials, Give Feedback, Privacy & Terms, and Logout to securely exit your account.

Account Settings

Account Settings has a left-hand menu grouped into sections:

  • Personal — Profile, Security (change your password, set up two-step verification, and manage recovery questions), and API Keys (with a Briefs license).

  • Organization — Firm Settings, Users, and Cases (edit case details, archive or restore cases, and manage user access).

  • Subscription — Plan / Usage, Billing, Invoices, and Statements.

  • Advanced — Integrations (connect third-party repositories such as Clio, Box, and Dropbox) and Labs, plus Audit Logs, Single Sign-On, and Consent Banner where your plan includes them.

The Account Settings menu

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