TakePublic for law firms

One free account for the firm

• ✓Create the firm rosterAdd firm admins and members. The firm account is always free; the client company holds the only paid subscription.
• ✓Engage each clientMembers inherit the counsel role, so a colleague can cover a review queue without a separate company invite.
• ✓Adopt an existing engagementA lawyer already serving a client individually can adopt that engagement into the firm.
• ✓Set ethical wallsFirm admins can restrict a client engagement to named members. Everyone else at the firm loses access to that client; firm admins retain access.

Bring clients into the workspace

See the practice, then route the work

• ✓See every reachable clientThe practice dashboard shows health score, next deadline (ET), filings awaiting review, and open PBC counts.
• ✓Work the highest risk firstThe portfolio is risk-sorted so the closest handoff or deadline is first.
• ✓Route to a lead attorneySet a lead attorney when one person should own the handoff. That attorney receives the client's handoff notifications instead of the whole roster.
• ✓Keep the client in controlThe client company sees exactly which firm members are seated and can end the firm engagement from its own settings.

Firm access never becomes a signature

• ✓Access is not a signatureThe firm seat grants access, never a signature.
• ✓Sign-off is personal and hash-boundIt records the individual attorney's attestation, typed signature, bar credentials, and the SHA-256 hash of the exact document.
• ✓Edits force another reviewAny later edit changes the hash and requires another review and sign-off.
• ✓Licensed counsel remains the gateNothing reaches EDGAR without a licensed attorney's matching sign-off. TakePublic is a technology platform, not a law firm, and does not give legal advice.