Reset Password - PulseExtract

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Reset Password

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Email

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Document PDF

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Delete Batch

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This action will:

Delete all document(s) from the database
Remove all uploaded files from the server
Cannot be undone

Also delete associated matter:

Confirm Delete

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Route:
Provider:

This action cannot be undone. The route will fall back to global LLM settings.

Add User

Email *

Password

Leave blank and we'll email the user a secure link to set their own password (recommended). If you set one here, the welcome email will share it in plaintext instead.

Send welcome email with login details

Emails the new user their email and password so you don't have to share them manually.

Add Licensed Client

1 Identity
2 Organization
3 License
4 Review

Adding firm member to . Account type is Firm; license and billing inherit from this organization.

Account Type

Standard – Billing via Stripe

Test account – testing, no charges

Paid Offline – bypass Stripe, managed externally

Firm license is off-platform — Stripe payment will be skipped during billing owner setup.

Offline Payment Notes *

Account type

Email *

Attorney name

Password *

Password is required for test accounts (no setup email will be sent).

Confirm Password

Send welcome email

Firm:

Change firm

This account will be added as a firm member under the existing organization.

Firm setup

Add to existing firm

Create new firm

Search firm *

Select Role *

This firm's first member will be assigned as Organization Owner and billing owner. They will receive agreement and setup steps if enabled below. You can reassign billing owner later on the firm page.

This firm has no members yet. Adding a non-owner role will not assign billing ownership or trigger owner setup. Select Organization Owner here, or set a billing owner on the firm page later.

Send agreement & setup invitation

Payment step will be skipped — firm license is off-platform.

Organization name *

I confirm this is a new firm, not a duplicate of an existing one

License assignment

Assign a package now Select tier, modules, and billing terms before sending the setup link. Client selects during onboarding No package assigned now — client picks tier in the activation wizard.

Account Tier *

Custom Monthly Price *

Select a tier to see matters and pricing.

Package *

Annual Renewal Increase % *

Matter cap override

Auto-renew

Ends at (optional)

The client will choose their license tier when they complete the setup link. No charge until they select a package.

Delete Account

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This will permanently remove:

Confirm Mass Action

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This will permanently remove:

Selected Users:

Import from Box

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All Files

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