Any clients added to your environment appear on the default My Clients list.
NOTE: New vendors needing first-time access to CounselGO must contact their client directly. For more details, click here.
If your firm is working with more than one SimpleLegal client and needs to have the client added to the CounselGO environment for invoicing, please contact the client directly and request that they add the firm as a vendor in their SimpleLegal environment and create at least one CounselGO admin.
NOTE: For firms already using CounselGO, we recommend that you provide the name and email of your existing CounselGO admin.
If the designated admin is already an admin under another client in CounselGO, they will receive a notification that a new client has been added. No additional setup is required.
Any new clients added to the environment appear on the My Clients list as follows:
Users must be added under each individual client in your CounselGO environment. If those users have access to more than one client in CounselGO, the names will also appear in their client list.