Workspace administration

Set up a firm workspace

Confirm firm details, storage boundary and readiness before inviting a wider team.

Admin8 min

Steps

1
Confirm business name, main practice area, monthly matter volume and admin contact details.
2
Review the storage-first boundary so documents remain in SharePoint, OneDrive or DMS unless separately approved.
3
Choose the first source-folder convention that matter teams can recognise.
4
Check the admin readiness screen for users, storage, billing, audit and policy status.
5
Invite a small role mix first: partner, fee earner, paralegal or operator, operations lead and IT/admin.

Business details are complete.

Storage is set to firm-owned references.

At least one admin remains active.