Back to admin workbenchPractice administration module

Firm Console

Tenant setup, practice details, contacts and operating defaults.

ModuleFirm12 tenants
Create tenantReview contacts
1

Configure

Ready

Tenant, role, billing, integration and governance settings are configured from the admin surface.

Tenant setup
  • Configure create tenant
  • Configure review contacts
2

Monitor

Ready

Credential gaps, SLO alerts, workflow exceptions and access changes are monitored centrally.

Practice contacts
  • Monitor create tenant
  • Monitor review contacts
3

Govern

Ready

Audit logs, exports, data boundaries and external-ready gates are controlled before production use.

Operating defaults
  • Govern create tenant
  • Govern review contacts
Module queue

Firm operating work

ItemOwnerStatusNext action
Create tenantPractice administratorReadyCreate tenant inside the tenant administration boundary.
Review contactsPractice administratorReadyReview contacts inside the tenant administration boundary.