DashboardAssociated law firm
Associated Law Firm (ALF)
Optional. Law firm name, key contact, and email. If omitted, the platform is fully usable and Help routes to internal staff. Legal fees may apply when you contact an ALF via Help.
Optional module
ALF is separate from account setup
Account setup creates your client profile. ALF only controls external law-firm communication via Help and ALF review paths.
Designate or update ALF
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Help routing status
PRD §4.2: Help asks whether you wish to contact the ALF, warns that legal fees may apply, then sends an automated email with client identity, contact details, the platform section in use, and brief context.
No ALF designated. Help routes to internal platform staff with the same contextual details.
- Contract + Context Script included when emailing ALF for review (PRD §7.3).
- ALF does not begin mandate until Client confirms where required.