This section allows organization owners and admins to control how their firm operates inside the platform.
Where to Find Organization Settings
Click your profile icon in the top-right corner.
Select Settings.
Click the Organization tab.
💡 This tab is only visible to organization owners and admins.
General
Update your organization’s core details, including:
Organization Name
Website URL
Contact Email
Contact Phone
Full Address
Time Zone
Team
The Team section allows you to manage user access within your organization.
Each team member must have their own individual account. Login credentials may not be shared.
ProPlaintiff.ai allows only one active session per user at a time. If the same account logs in from another device or browser, the previous session will automatically be logged out.
Providing individual accounts for each team member ensures proper access control and security compliance.
Adding Users
There are two different processes depending on your account type.
Current Users
If you are on a current ProPlaintiff.ai plan:
Open Settings
Go to the Organization tab
Select Team
Click Invite Members
Enter the new user’s information
Seat pricing follows the rate agreed upon in your term sheet at the time of subscription.
You will be charged the agreed upon price per user per month rate, billed annually.
If you have questions regarding pricing or your agreement, contact our sales team at sales@proplaintiff.ai.
Legacy Users
If you are a Legacy user and need additional seats, you will be prompted to schedule a demo with our sales team to discuss available options.
To begin, contact our sales team at sales@proplaintiff.ai.
Managing Roles
Assign or update user roles as needed:
Owner
Full control of subscription and organization settingsAdmin
Can update organization information and manage usersMember
General access to cases and tools but cannot modify organization settings
You may also remove or deactivate accounts at any time.
Subscription
The Subscription section allows you to:
Review active subscription details
View billing history
Download invoices
📄 For more details, see the Managing your Subscription article.
System Logs
System Logs provide visibility into activity across your organization.
You can:
View a full log of actions
Monitor setting changes
Track user activity
This feature is useful for internal auditing and troubleshooting.
Analytics
Analytics provides insight into how your team uses the platform.
Access:
Real time dashboards
Usage statistics
Behavioral trends over time
These insights help leadership monitor adoption and performance.
Need Help?
👉 Check out our YouTube video - ProPlaintiff.ai V3 Tutorial Walkthrough
If you need additional assistance, please don’t hesitate to reach out to our support team via chat or email us at cx@proplaintiff.ai. We're here to help!
