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Onboarding Firms to Your Network

Steps to Add  Firm to Your Network

  1. Login into Case Xhange & open the 'Private Network' tab. 
  2. Click 'Manage Relationships'
  3. Click 'Add Relationships' 
  4. Add New Relationship from either an Existing Firm or by Creating a New Firm
    (Always start by looking for an existing firm)
    1. Selecting an Existing Firm 
      1. Search for the existing firm in the 'Select Firm' field. 
      2. If you cannot find the firm click on the 'Create New Firm' tab
    1. Create New Firm
      1. Enter all required deals for the firm you would like to create:
        1. Name
        2. Contact Email 
        3. Website
        4. Address
  5. Add remaining details regarding the fee agreement & partnership. 
  6. Click 'Create Relationship' 

Firms Relationships are created with a Status of "Pending" until the relationship is Accepted by the other firm. You can see your Pending Relationships under the "Pending Requests" Tab  in Manage Relationships.

What Happens Next 

Existing Firms

  1. If they are already a firm on Case Xchange they will receive an email notification letting them know they were added to your network.
  2. When they log into Case Xchange, they will also have a notification to accept the the relationship on the Private Network tab. (Shown Below)

Screenshot 2026-02-27 105911

New Firms

  1. A new firm will be created and they will need to go and claim their firm. You can send them the following instructions to claim their firm.  They will receive an automated email after the firm is claimed with our onboarding guide. 
  2. When they claim their firm the relationship will automatically be in place and ready for you to send to them!