ProLegal Funding Dashboard: streamlining client advances

Creating your ProLegal account is a simple multi-step process. You only need your work email address to begin.

Step 1: Enter your email

Go to the registration page and enter your work-issued email address.

ProLegal does not allow registration using personal email accounts from free services such as Gmail, Yahoo, Hotmail, Outlook, or similar providers. This requirement protects client confidentiality and ensures that all users belong to verified law firms.

If the email already exists in our system, you will be guided through claiming that account instead.

Step 2: Check your email for a verification link

You will receive a verification link. If you don’t see it, check your spam folder or ask IT to whitelist prolegal.com addresses.

Step 3: Complete the account setup form

After clicking the verification link, you will be asked to provide your name, phone number, and law firm details.You will select your firm from the search list or add it if it’s not listed.

Step 4: Log in automatically

After setup is complete, you are logged in and taken to the Suite homepage. Your account is now ready.

Your account is always tied to a law firm so you can access the correct data and permissions.

When you first register

You will either select your firm or add it manually if it is not listed.

If you switch firms

Contact ProLegal Support with the details of your new firm. For security, users cannot change their own firm association.

Why firm association matters

Your firm determines:

• Which clients you can access

• Which rides and interactions you can view

• Credit and billing visibility

ProLegal Suite supports several law firm employee roles. Each role controls what you can see and do.

Permissions may include:

• Submitting ride requests

• Editing client details

• Viewing firm-wide stats

• Submitting Health Network reviews

• Accessing ProLegal Live interactions

If you believe you have the wrong role, contact your firm administrator or ProLegal Support.

Two-factor authentication adds a layer of protection by requiring a code from an authentication app. If you didn’t set it up during the account activation process, you can set it up at any time.

Step 1: Go to your Profile

Click Account in the top right and select Security.

Step 2: Choose “Enable Two-Factor Authentication”

You will be shown a QR code.

Step 3: Open your authentication app

Use Google Authenticator to scan the QR code to add ProLegal Suite.

Step 4: Enter the verification code

Enter the six digit code from your app to complete setup.

Step 5: Save your backup options

If you lose your phone, you will need to contact ProLegal Support to verify yourself and to regain access.

Logging in uses a secure token-based system that keeps you signed in without requiring repeated passwords.

Step 1: Visit suite.prolegal.com/login

You will see the email and password login form.

Step 2: Enter your email and password

If you have set up two-factor authentication, you will be prompted to enter a one-time code.

Step 3: Stay signed in (optional)

The system uses cookies to keep you logged in if you select the Remember me option. If you are using a shared computer, sign out after each session for security.

Step 4: Troubleshooting login

If you can’t log in, check:

• Your email and password

• Whether you recently changed firms

• Whether your browser is blocking cookies

See the troubleshooting articles below for more help.

4. How to Enable Two-Factor Authentication

Two-factor authentication adds a layer of protection by requiring a code from an authentication app. If you didn’t set it up during the account activation process, you can set it up at any time.

Step 1: Go to your Profile

Click Account in the top right and select Security.

Step 2: Choose “Enable Two-Factor Authentication”

You will be shown a QR code.

Step 3: Open your authentication app

Use Google Authenticator to scan the QR code to add ProLegal Suite.

Step 4: Enter the verification code

Enter the six digit code from your app to complete setup.

Step 5: Save your backup options

If you lose your phone, you will need to contact ProLegal Support to verify yourself and to regain access.