Firm Administration Software That Keeps Your Practice Secure, Organized, and Audit-Ready.
Manage users, roles, and permissions, migrate data from your old system, configure your firm's settings, and maintain a complete audit trail — all from a single administration workspace built for plaintiff litigation firms of any size.
Users
Firm-wide access — manage seats and roles
The administration workflow
Set Up, Secure, and Maintain Your Firm From One Place
From the day you onboard your first user to the day you pull an audit report for a compliance review, Lextiff gives your firm one consistent, secure administration process.
Office Setup
Configure firm details, practice areas, branding, and default preferences.
Import Data
Migrate clients, matters, contacts, and documents from your previous system.
Create Roles
Define role templates that match how your firm actually operates.
Assign Permissions
Control exactly what each role can view, edit, or approve.
Invite Users
Add attorneys, paralegals, and staff with role-based access from day one.
Manage Access
Update, suspend, or reassign users as your firm grows and changes.
Monitor Activity
Track logins, changes, and sensitive actions in real time.
Review Audit Logs
Pull a full, exportable audit trail for compliance or internal review.
Give Every Person the Right Access — Nothing More, Nothing Less
Invite attorneys, paralegals, intake staff, and billing personnel, then assign them a role that matches their responsibilities. Role templates make onboarding fast; custom roles make sure nothing is over- or under-shared.
- ✓ Unlimited users with seat-based or role-based licensing
- ✓ Prebuilt role templates — Attorney, Paralegal, Intake, Billing, Read-Only
- ✓ Custom roles built to match your firm's structure
- ✓ Bulk invite by email or CSV upload
- ✓ Suspend or deactivate access instantly
- ✓ Multi-office and multi-team assignment
- ✓ Two-factor authentication enforcement
- ✓ Session timeout and device management
- ✓ Delegate access for coverage during PTO
- ✓ Full activity history per user
- ✓ Reassign matters when a user is offboarded
- ✓ Single sign-on ready
Step 1 — Invite a user
Samira LLC
Invite a New User
They'll receive a secure invite link to set up their account and password.
User details
Tell us who's joining and what office they belong to.
Full name *
Email address *
Office / Team
Role *
Employment Type
Step 2 — Choose a role
Select a role template
Start from a template, then fine-tune permissions if needed.
Role — Case Manager
Last updated 16 May 2026
Module Access
Intake
View, Edit
Cases
View, Edit
Financial
View Only
Documents
View, Edit, Upload
Calendar
View, Edit
Reports
View Only
Restricted Actions
Delete Records
Not Allowed
Approve Disbursements
Not Allowed
Manage Users
Not Allowed
Edit Firm Settings
Not Allowed
Export Financial Data
Not Allowed
View Audit Logs
Own Activity Only
Role Summary
Users on Role
6
Modules Enabled
6 of 12
Field-Level Rules
4
Data Scope
Assigned Cases Only
Granular Permissions That Match How Your Firm Actually Works
Go beyond simple admin/user toggles. Control access at the module, field, and record level so sensitive financial data, client information, and firm settings stay visible only to the people who need them.
- ✓ Module-level permissions — Intake, Cases, Financial, Documents, Reports
- ✓ Field-level restrictions on sensitive data
- ✓ Record-level scoping — assigned cases, office, or firm-wide
- ✓ Action-based controls — view, edit, delete, approve, export
- ✓ Separation of duties for trust and financial approvals
- ✓ Custom roles cloned from existing templates
- ✓ Permission changes logged automatically
- ✓ Temporary elevated access with expiry
- ✓ Client-facing vs internal-only visibility rules
- ✓ Bulk permission updates across a role
- ✓ Preview mode — see the app as a given role sees it
- ✓ Permission conflict warnings before saving
- ✓ Compliance-ready permission export
Everything under control
Every Administrative Tool a Growing Firm Needs.
Each administration area has dedicated tools for securing, configuring, and maintaining your firm's data — not just a basic settings page.
Invite, manage, suspend, and offboard team members. Assign roles, track license usage, and reassign matters when staffing changes.
- ✓ Bulk invite by email or CSV
- ✓ Role assignment per user
- ✓ Suspend / reactivate instantly
- ✓ Matter reassignment on offboarding
- ✓ Seat and license usage tracking
Build role templates that mirror your firm's real hierarchy — from managing partner down to intake staff — and reuse them across offices.
- ✓ Prebuilt and custom role templates
- ✓ Clone and modify existing roles
- ✓ Firm-wide or office-specific roles
- ✓ Role usage and adoption reporting
- ✓ Linked directly to permissions
Control access at the module, field, and record level so every role sees exactly what it should — and nothing it shouldn't.
- ✓ Module and field-level control
- ✓ Record scoping by case or office
- ✓ Action-based rules (view/edit/delete)
- ✓ Separation of duties for financials
- ✓ Full permission change history
Migrate clients, matters, contacts, documents, and financial history from spreadsheets or your previous practice management system.
- ✓ CSV / Excel bulk import
- ✓ Field mapping wizard
- ✓ Duplicate detection
- ✓ Validation before import
- ✓ Rollback on failed import
Configure firm details, offices, branding, notification defaults, document templates, and practice-area specific preferences.
- ✓ Multi-office configuration
- ✓ Branding and letterhead setup
- ✓ Notification and email defaults
- ✓ Custom fields and templates
- ✓ Practice area configuration
Maintain a complete, tamper-evident record of every login, change, approval, and export across the entire platform.
- ✓ Full activity timeline
- ✓ User, IP, and timestamp capture
- ✓ Filter by module, user, or date
- ✓ Exportable audit reports
- ✓ Retention aligned to compliance needs
Import data
Move Your Firm's Data In Without Losing a Single Record
Bring clients, matters, contacts, documents, and financial history over from spreadsheets or your previous practice management system with a guided import that checks your data before it ever touches production.
Import job — clients & matters
Import Jobs
New ImportField mapping wizard
Map Columns — clients_master.csv
Match each spreadsheet column to a Lextiff field, then preview before importing.
Validation Summary
1,204 rows checked — 1,198 ready, 6 flagged for review.
6 duplicate phone numbers found — resolve before import
Backup created automatically · Rollback available for 30 days
Guided field mapping
Match spreadsheet columns to Lextiff fields with smart suggestions based on your headers — no technical setup required.
Validation before import
Every row is checked for missing data, duplicates, and formatting errors before anything is written to your account.
Safe rollback
Every import creates a restore point. If something looks wrong after import, roll it back with a single click.
A Complete, Exportable Record of Everything That Happens
Every login, edit, approval, export, and permission change is logged automatically — with the user, timestamp, and IP address captured, so you're always ready for an internal review, bar audit, or client inquiry.
- ✓ Full activity timeline across every module
- ✓ User, timestamp, and IP address on every entry
- ✓ Filter by user, module, date range, or action type
- ✓ Before/after values on record changes
- ✓ Login attempts — successful and failed
- ✓ Permission and role change history
- ✓ Financial approval and disbursement trail
- ✓ Document view, download, and export tracking
- ✓ Exportable audit reports (PDF/CSV)
- ✓ Retention policies aligned to compliance needs
Audit Log
Export LogRetention Period
7 Years
Log Integrity
Tamper-Evident
Export Format
PDF / CSV
Security & Compliance
Password Policy
Enforced
Two-Factor Auth
15 of 18 Users
Inactive Sessions
2 Flagged
Last Permission Audit
04 May 2026
⚠ 3 users have not enabled two-factor authentication
Alert sent to firm administrator
Stay Ahead of Security and Compliance Risks
Monitor login activity, enforce authentication policies, and get proactive alerts when something needs administrator attention — before it becomes a bigger problem.
- ✓ Password policy and expiration enforcement
- ✓ Two-factor authentication adoption tracking
- ✓ Inactive and suspicious session alerts
- ✓ Failed login attempt monitoring
- ✓ Scheduled permission and role review reminders
- ✓ Data export and download alerts
- ✓ Firm-wide security notifications
Configure Lextiff to Match How Your Firm Operates
Set up firm details, offices, branding, document templates, and notification defaults once — then let every user, matter, and document inherit the right configuration automatically.
- ✓ Firm profile — name, logo, letterhead, and contact details
- ✓ Multi-office setup with office-specific defaults
- ✓ Practice area configuration and custom fields
- ✓ Document and retainer template management
- ✓ Notification and reminder defaults by role
- ✓ Custom lead sources, matter types, and statuses
- ✓ Time zone, currency, and locale settings
- ✓ Data retention and archival preferences
Office Settings
Edit SettingsFirm Name
Samira LLC
Primary Office
Dallas, TX
Additional Offices
2
Practice Areas
PI, Workers' Comp, Mass Tort
Default Contingency
33%
Time Zone
Central Time (US)
Branding
Custom Logo Applied
Firm setup complete
Users, roles, permissions, and office settings are configured and ready
You can update any setting at any time.
Everything Included in Administration
All the tools plaintiff firms need to onboard users, control access, migrate data, configure the firm, and stay audit-ready.
| ✓ User Invitations | ✓ Role Templates | ✓ Data Import Wizard | ✓ Audit Log Viewer |
| ✓ Bulk User Management | ✓ Custom Roles | ✓ Field Mapping | ✓ Login Activity Tracking |
| ✓ User Suspension | ✓ Module Permissions | ✓ Duplicate Detection | ✓ Change History (Before/After) |
| ✓ License / Seat Tracking | ✓ Field-Level Rules | ✓ Validation Reports | ✓ Permission Change Logs |
| ✓ Matter Reassignment | ✓ Record-Level Scoping | ✓ Import Rollback | ✓ Exportable Audit Reports |
| ✓ Single Sign-On | ✓ Permission Preview | ✓ Legacy System Migration | ✓ Failed Login Monitoring |
| ✓ Multi-Office Support | ✓ Separation of Duties | ✓ Financial Data Import | ✓ Data Export Tracking |
| ✓ Office & Firm Settings | ✓ Two-Factor Authentication | ✓ Document Import | ✓ Compliance-Ready Retention |
Set Up Faster. Stay Secure.
Keep Every Record Audit-Ready.
Lextiff helps plaintiff firms manage users, roles, and permissions, migrate legacy data safely, configure the firm the way it actually runs, and maintain a complete audit trail — all from one administration workspace.
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