Firms

Overview

Firms (/super/firms) is where Super Admins create and manage every practice (tenant) on the platform.

Features

• Search and filter firms
• KPI strip (active, trial, churn, MRR)
• Create / edit firm forms
• Impersonate, suspend, delete
• CSV export

Forms (create / edit)

Typical fields include:

• Firm name and slug
• Contact and location
• Subscription plan / trial options
• Initial AI credits (on create)
• Firm admin name, email, password (on create)
• Extra modules (on edit): add-on modules this firm gets even though its plan doesn't include them. See Add-on Modules.

Tables

Columns commonly include firm name, admin email, plan, services, status, caseload, and MRR.

Buttons

Action	Purpose
Add Firm	Provision a new tenant + admin user
Edit	Update firm details / plan
Impersonate	Open /admin as that firm
Suspend	Disable normal firm access
Delete	Remove the firm (this can't be undone)
Export	CSV download

Workflow: onboard a firm

1. Click Add Firm.
2. Fill practice details and choose a plan.
3. Enter the manager’s login credentials.
4. Save. Matterly sends a Firm Welcome email when SMTP works.
5. Impersonate → create service types and services.
6. Exit impersonation when finished.

Notes

Warning: Suspending a firm blocks operations. Prefer suspend over delete for late payments.

Best Practices

• Use unique admin emails per firm.
• Assign the correct plan before go-live.
• Note the firm slug, because it appears in public URLs (/firm/{slug}).