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From onboarding to offboarding

Staff & team management

Build out your firm’s structure — offices, departments, teams and supervisors — and manage the full staff lifecycle, including a controlled offboarding process when someone leaves.

Roles & departments

Assign roles, departments, supervisors and permission levels on invite.

Structure

Firm → office → department → team → supervisor → staff → cases.

Safe offboarding

Revoke access instantly and reassign every open case before a leaver is archived.

Never deleted

Staff records are archived, not deleted, so the audit trail survives.

What you get

Built for how firms actually work.

  • Staff statuses: invited, active, suspended, leaving, offboarded, archived
  • Mandatory case / task reassignment during offboarding
  • Immediate revocation of sessions, 2FA and tokens on departure
  • Workload visibility per team and supervisor

Why it matters

Add and organise staff, set permissions, and offboard leavers safely.

Every action here is permission-controlled and captured in the append-only audit log — so the firm is protected and the client is reassured.

Explore more of the platform

See Fitzentic run your firm.

Book a 30-minute walkthrough, or start a free trial and explore it yourself.