For: Admins, Managers, and Staff
Create another hub
Set up a new hub for another firm or brand from the Hubs page, then pick a plan and add a payment method.
In this article6 sections
Each hubHub Your law firm's own client portal, with its branding, its team and all of its cases in one place. is one firm's portal, with its own cases, team, clients, plan and billing. You can create another for a second firm or brand and run both from one sign-in.
Open the Hubs page
Go to Hubs and choose Create Hub.
Name the hub
Type the firm's name under Your Company Name, as clients should see it. How did you hear about us? is optional. Choose Next. This creates the hub, with you as its Admin.
Pick a plan
On Billing Info, choose Monthly or Yearly, then Starter, Growth or Scale. See full feature comparison & plan details opens the pricing page. For Enterprise, choose Contact us, which opens CaseActive's contact form.
Add a card
Enter a card, then choose Submit. Or choose Finish Later to keep the plan you picked and add a card before the trial ends.
What happens next
The new hub is on your Hubs page: choose Admin to set it up. It has its own 14-day free trial and is billed on its own, with its billing emails going to your email address. Like your first hub, it starts with roles, templates, automations and two sample cases. See Set up your hub in your first week.
If something goes wrong
- "To create a hub, add an email address to your profile and verify it." Add an email address on your profile and confirm it with the code sent to it, then try again. See Change your sign-in email or phone number.
- A card is refused. The reason shows under the card form. Try another card, or choose Finish Later and add one from Billing & Subscription in the new hub. See Add or update your payment method.