CounselPro

How do I accept an invitation?

Last updated

Open the invitation link a colleague sent you. Log in or sign up with that same email address, and you land in their account with your team's projects.


Someone at your firm invited you to CounselPro, and you have a link. Accepting takes one step: open the link and sign in.

How to accept

Open the invitation link. CounselPro shows you a screen that names the firm you have been invited to and asks you to sign in.

CounselPro invitation screen reading "Join Whitfield & Associates," with Sign up and Log in buttons.
The invitation screen. It names the firm you were invited to. Log in if you already have a CounselPro login, or sign up if you're new.
  • If you already have a CounselPro login, click and use it.

  • If you are new to CounselPro, click Sign up and create your login with the email the invitation was sent to.

Either way, use the same email address the invitation went to. Once you are signed in, you join the account and your team's projects are right there.

Accept with the exact email the invite was sent to. If you sign in with a different address, CounselPro will not match you to the invitation. See why does my invitation email not match.

If the link does not work, it may have expired or already been used. See why is my invitation link invalid or expired.

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