Firms group advisory partners and the clients they sponsor. You create and manage firms from the admin console, including their members and capacity limits. This guide covers firm management.
💡 Tip — Who can use this For platform admins, under Firms.
Quick reference
| Step | Action |
|---|---|
| 1 | Create a firm and manage its details, members, and capacity |
Step 1 — Manage firms
Go to Firms to see all firms with their member counts and capacity utilization. Click New Firm and enter a name (the slug generates automatically).
Opening a firm's detail page lets you manage:
- Firm Details — name, slug, logo URL, primary contact.
- Capacity Limits — four editable controls (Clients, Partners, Team, Frameworks), each showing current usage versus the max. Changes are audited.
- Members — the firm's partners and team members. You can assign an existing unassigned partner, invite a new partner (scoped to this firm), or remove a member.
📝 Note — System firms are special Some firms are marked as "System" (for example, the firm that owns the FORTIS framework). System firms have a badge and may have different edit constraints. Most firms you create are regular (non-system) firms.
💡 Tip — Watch capacity utilization The firm list shows a color-coded capacity dot (neutral/amber/red) per firm. Amber or red means a firm is approaching or at a capacity limit — check in before they're blocked from adding clients or partners.