Professional firms

Create a firm

Create a firm from Firm under Practice with Create firm; you become its firm admin. Firms are free.

A law firm reviews client filings and signs off as securities counsel; a preparer firm drafts reports that the client reviews and sends. The type sets the seat every member takes on a client.

Audit firms join with Core, after launch. An audit firm already on TakePublic keeps its members and clients but cannot invite colleagues or add clients until then.

• The firm is tied to your sign-in email's domain, shown as Verified domain beside its name wherever clients see it; a public address such as Gmail cannot create a firm. An optional Website must sit on that domain.

Invite colleagues

Invite colleague on the Firm page sends a single-use link that works for seven days, from an email that names you ("Dana Okafor invited you to join Okafor Securities Law PLLC on TakePublic", with an Invited by row). Any address works, a personal one included.

Choose their title, the Clients they will work on, and whether they are also a Firm admin, who invites colleagues, changes titles and manages client access. When they accept, they are assigned to each chosen client still engaged.

• Until it is accepted, the invitation sits on the roster as Pending invitation ("Invited by Dana Okafor · link works until Sep 22, 2026"), and as Invitation expired after seven days.
• Resend on the row sends a fresh link and retires the earlier one; Revoke invitation withdraws it. Both are firm admin actions, recorded in the audit trail.
• Inviting an address that already holds a pending invitation creates no second one.

How firm seats work on clients

When your firm holds an active engagement on a client, the members it seats inherit the firm's seat there without a separate company invite. Explicit individual memberships on the same company win if you hold both, so your role never conflicts.

• For a client you already serve on your own seat, the Firm page lists those clients under Held personally with Add to firm on each row. Adding opens a firm engagement set to Named members only with you as its lead, and you keep your own seat.

End engagements and manage members

Firm admins end client engagements from Client engagements on the Firm page, and invite or remove members. Ending an engagement removes firm-derived access for every colleague; a seat the company granted directly stays.

• The client's company admin can also end the engagement, ask you to remove one person (your firm admins get an email, and access stays until you act), or exclude a person from their company; an excluded colleague reads Excluded by the company on Manage access, and only the client restores them.
• The last firm admin cannot be removed without promoting someone else first.