Branch Management

Multi-Office Law Firm
Management Software

Centralize branch offices, users, financial settings, permissions, branding, and operational controls from a unified dashboard — built for plaintiff law firms running multiple locations. Every office connected. Every team accountable. Every case visible from the top.

app.lextiff.com/branches — Smith & Associates

Branch Overview

+ Add branch
4
Active branches
62
Total cases
18
Total staff

Miami — HQ

24 cases · 7 staff

Active

Orlando

18 cases · 5 staff

Active

Tampa

12 cases · 4 staff

Active

Fort Lauderdale

8 cases · 2 staff

Limited access

The real problem

Multiple Offices. One System. Zero Blind Spots.

Running multiple offices without centralized control means duplicate processes, uneven permissions, inconsistent branding, and no visibility into what's happening across the firm. Lextiff eliminates every one of these gaps.

🏢

Siloed offices

Each branch operates independently — no shared visibility, no shared standards.

🔐

Permission chaos

Staff at one office can access cases they shouldn't. Nobody's sure who can see what.

💸

Inconsistent billing

Fee structures, expense rules, and settlement splits vary by office with no central control.

📊

No firm-wide view

Leadership can't see performance across offices — only what each manager chooses to share.

Branch directory

Create and Manage Every Office From One Place

Add a new branch, configure its settings, assign its team, and set its permissions in one workflow — without IT involvement. Each branch is isolated by default and opened up exactly as much as you decide.

  • Create unlimited branch offices
  • Branch name, address, phone, and contact details
  • Branch status — active, limited, or suspended
  • Practice area configuration per branch
  • Branch-level operating hours and timezone settings
  • Assigned branch administrator per location
  • Branch notes — internal only, never client-facing
  • Branch deactivation without data loss

Branch directory

Branches — Smith & Associates

Filter + Add branch

Miami

Headquarters · 7 staff · 24 cases

3 practice areas

Active

Orlando

Branch office · 5 staff · 18 cases

2 practice areas

Active

Tampa

Branch office · 4 staff · 12 cases

2 practice areas

Active

Fort Lauderdale

Branch office · 2 staff · 8 cases

1 practice area

Limited
User management

Add, Assign, and Control Every User Across Every Branch

Every team member belongs to at least one branch. Firm administrators control who works where, what they can see, and what they can do — from a single users panel, without logging into each branch separately.

  • Add users and assign them to one or multiple branches
  • Role assignment — firm admin, branch admin, attorney, paralegal, case manager, staff
  • Multi-branch users — one login, access based on branch assignment
  • User status — active, suspended, or deactivated
  • Login history and last-active tracking per user
  • User reassignment when staff transfers between branches
  • Bulk invite via email — onboard a new office in minutes
  • User audit trail — every permission change logged

User roster — all branches

Users — Smith & Associates

+ Invite user
S

Sarah M.

Miami HQ · Firm admin

Active
D

David R.

Miami HQ + Orlando · Attorney

Active
T

Tom K.

Orlando · Paralegal

Active
L

Lisa P.

Tampa · Attorney

Active
C

Chris W.

Fort Lauderdale · Case manager

Suspended
Permissions & access control

Granular Permissions Down to Every Action

Not everyone should be able to see everything. Lextiff's permission system lets you define exactly what each role can do — view, create, edit, approve, or delete — across cases, finances, documents, and settings, per branch.

  • Role-based permissions — firm-wide or branch-specific
  • Module-level access — cases, expenses, liens, reports, settings
  • Action-level control — view only, edit, approve, delete
  • Cross-branch visibility — optionally share data across offices
  • Settlement approval authority by role and amount threshold
  • Expense approval limits configurable per role per branch
  • Report access — control who sees firm-wide vs branch data
  • Permission changes logged with timestamp and admin identity

Permission matrix — branch roles

Access control — Orlando branch

Permission
Attorney
Paralegal
View all branch cases
<span class="text-green-400">✓</span>
<span class="text-green-400">✓</span>
Edit case details
<span class="text-green-400">✓</span>
<span class="text-green-400">✓</span>
Delete cases
<span class="text-green-400">✓</span>
<span class="text-gray-600">✕</span>
View firm-wide reports
<span class="text-green-400">✓</span>
<span class="text-gray-600">✕</span>
Add / edit expenses
<span class="text-green-400">✓</span>
<span class="text-green-400">✓</span>
Approve expenses
<span class="text-green-400">✓</span>
<span class="text-gray-600">✕</span>
View settlements
<span class="text-green-400">✓</span>
<span class="text-green-400">✓</span>
Approve settlements
<span class="text-green-400">✓</span>
<span class="text-gray-600">✕</span>
Manage branch users
<span class="text-gray-600">✕</span>
<span class="text-gray-600">✕</span>

Branch financial settings

Financial configuration — Orlando branch

Attorney fee structure

Contingency — 33%

Post-litigation fee

Contingency — 40%

Expense approval limit

$2,500 without escalation

Settlement approval

Attorney + firm admin

Trust account

Orlando IOLTA #8823

Cost recovery default

Recoverable

Post-litigation fee differs from HQ default (40% vs 33%). Applies to all Orlando cases filed after Jan 1, 2026.

Revenue split configuration

Originating branch 60%
Handling attorney 25%
Firm overhead pool 15%
Financial settings

Configure Financial Rules for Each Branch Independently

Fee structures, expense approval thresholds, trust account assignments, and revenue splits can vary between offices. Lextiff lets you set financial rules per branch — while keeping firm-wide visibility and compliance centrally enforced.

  • Contingency fee structure per branch — pre- and post-litigation
  • Expense approval thresholds by branch and role
  • Trust account and IOLTA assignment per branch
  • Revenue split configuration — originating vs handling branch
  • Cost recovery defaults set at branch level
  • Settlement disbursement rules per office
  • Override notifications when branch deviates from firm default
  • Firm-level financial rules cascade unless branch overrides
Branch branding

Give Each Branch Its Own Identity

Some firms operate under a single brand. Others have regional offices with distinct names, sub-brands, or co-counsel arrangements. Lextiff supports both — with per-branch branding that flows through to client communications and portal.

  • Branch logo and brand color uploaded per office
  • Custom branch display name — different from firm legal name
  • Client portal branded per branch — logo and color
  • Client-facing email and letter templates per branch
  • Custom intake form branding for each location
  • Default branch shown on case documents and correspondence
  • Firm-wide branding as fallback if branch branding not set
  • Branding preview before publishing to clients

Branch branding settings

Branding — Orlando branch

SA

Smith & Associates — Orlando

Display name for client portal and correspondence

Change logo →

Primary color

#4F46E5

Accent color

#7C3AED

Background

#F9FAFB

Client portal preview Preview →
Operational controls

Set Operational Rules at the Firm or Branch Level

Intake workflows, case assignment rules, deadline notifications, and task templates can be standardized firm-wide or customized per branch. Lextiff gives headquarters control of the defaults while letting branch admins adjust within permitted boundaries.

  • Intake form templates per branch — different forms for different markets
  • Case assignment rules — auto-assign to branch attorney based on case type
  • Deadline notification chains — configured per office
  • Task templates and workflow stages per branch
  • Document templates — letterhead and correspondence per location
  • Email signature and contact information per branch
  • Operating hours and out-of-office rules per branch
  • Branch-specific intake sources and lead routing

Operational settings — Tampa branch

Operational configuration

Intake form template Auto accident — FL (Tampa version)
Case assignment rule Auto-assign to Lisa P. if auto accident
Default deadline chain Florida SOL — 4-year standard
Task template PI Standard — 18-stage workflow
Document letterhead Smith & Associates Tampa
Operating hours Mon–Fri, 8:30 AM – 5:30 PM EST
Lead routing Tampa Google Ads → intake@sa-tampa.com

✓ All settings validated — Tampa branch configuration complete.

Cross-branch reporting

Compare Every Branch Side by Side

Leadership needs to see the whole picture, not just the branch they're standing in. Lextiff's firm-wide analytics show KPIs, caseload, and financials by branch — so you can see which offices are performing and which need attention.

  • Cases, settlements, and revenue by branch
  • Intake conversion rates per office
  • Attorney workload comparison across branches
  • SOL risk exposure per branch
  • Expense and cost basis by branch
  • Side-by-side KPI comparison — any two branches
  • Branch contribution to firm-wide revenue
  • Exportable cross-branch summary reports

Branch performance comparison

Branch performance — January 2026

Branch
Cases
Settled
Revenue
Miami
24
$312K
$412K
Orlando
18
$208K
$274K
Tampa
12
$96K
$128K
Ft. Lauderdale
8
$31K
$41K
Total revenue $855K
Total cases 62

The difference

What Running Multiple Offices Looks Like With and Without Lextiff

❌ Without Centralized Branch Management

Each office uses different software, different processes

Staff at Branch B can access Branch A's client files

Revenue splits tracked in a shared spreadsheet

No visibility into other branches' caseloads or deadlines

New branch setup takes weeks of IT configuration

Branding inconsistent across offices — clients confused

Expense approval limits different in every office

Firm leadership guesses at cross-branch performance

✓ With Lextiff Branch Management

One system — all offices, all workflows, all data

Branch isolation by default — access granted, never assumed

Revenue splits configured once, applied automatically

Firm-wide dashboard — every branch visible in real time

New branch live in minutes — not weeks

Consistent branding with per-branch customization where needed

Expense rules enforced per branch per role automatically

Cross-branch KPI reports always available, always accurate

Audit & compliance

Complete Audit Trail Across Every Branch and Every Action

Every configuration change, permission update, user login, and financial rule modification is logged with a timestamp and user identity — across every branch, always. Full accountability for firms that need to demonstrate compliance.

  • User logins and logouts per branch — timestamped
  • Permission changes — before and after recorded
  • Financial settings changes — who changed what and when
  • Case access logs — who viewed which case across which branch
  • Branch creation, modification, and deactivation history
  • User role changes — full history per staff member
  • Failed login attempts and access denials logged
  • Audit log export for compliance review

Branch audit log

Audit trail — all branches

S
Sarah M. Jan 20 · 9:15 AM

Created Fort Lauderdale branch — assigned 2 users, set contingency rate to 33%

S
Sarah M. Jan 20 · 10:02 AM

Updated Orlando expense approval limit from $1,000 to $2,500

D
David R. Jan 21 · 8:44 AM

Logged in from Orlando branch — accessed 3 cases

System Jan 21 · 11:30 AM

Chris W. (Ft. Lauderdale) suspended — access revoked across all branches

S
Sarah M. Jan 22 · 2:00 PM

Exported cross-branch performance report — Jan 2026

Full-firm control

Every Control Layer, in One System.

Lextiff's branch management isn't a feature add-on. It's a complete operational layer that gives multi-office firms the controls they need without adding complexity their teams don't.

Branch setup
  • Unlimited branch creation
  • Branch profiles and status
  • Practice area per branch
  • Timezone and hours config
  • Branch administrator
  • Branch deactivation
Users & roles
  • Multi-branch user assignment
  • 6 role types
  • Role-based access control
  • User status management
  • Bulk invite by email
  • User audit trail
Permissions
  • Module-level access
  • Action-level control
  • Cross-branch visibility toggle
  • Approval authority by role
  • Permission change logging
  • Branch-specific overrides
Financial settings
  • Contingency fee per branch
  • Expense approval limits
  • Trust account assignment
  • Revenue split config
  • Cost recovery defaults
  • Firm-wide financial fallback
Branding
  • Logo per branch
  • Brand colors per branch
  • Portal branding by branch
  • Email templates per office
  • Intake form branding
  • Branding preview
Operational controls
  • Intake form templates
  • Auto case assignment rules
  • Task and workflow templates
  • Document letterhead per office
  • Lead routing per branch
  • Deadline notification chains
Reporting
  • Cross-branch KPI dashboard
  • Revenue by branch
  • Caseload comparison
  • SOL risk by office
  • Intake conversion per branch
  • Exportable summary reports

Branch management by the numbers.

Unlimited

Branch offices supported

6

Role types — firm admin to staff

100%

Branch data isolated by default

Minutes

To set up and activate a new branch

Complete

Audit trail across all branches

1

Dashboard for every branch, every metric

Per-branch

Financial, branding, and operational rules

Real-time

Cross-branch performance reporting

0

IT involvement needed to add a branch

Included in Branch Management

Not a basic office list. A complete multi-location operational control system.

Unlimited branches
Branch profiles
Branch status controls
Practice area config
Branch administrator
User management
Multi-branch assignment
Role-based access
6 role types
Granular permissions
Module-level access
Action-level control
Cross-branch visibility toggle
Approval authority by role
Permission audit log
Fee structure per branch
Expense approval limits
Trust account assignment
Revenue split config
Cost recovery defaults
Financial override alerts
Branch logo and branding
Portal branding per branch
Email templates per branch
Intake form templates
Auto case assignment rules
Task workflow templates
Document letterhead per office
Lead routing per branch
Operating hours config
Cross-branch KPI dashboard
Revenue by branch
Caseload comparison
SOL risk by office
Intake conversion per branch
Exportable reports
Branch audit trail
User login logs
Financial change history
Case access logs
Failed login tracking
Compliance export

Run Every Office Like One Firm.

Lextiff centralizes branch offices, users, financial settings, permissions, branding, and operational controls from a unified dashboard — so your firm scales without losing visibility or control.

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