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Changing the firm's owner

How to hand the firm's administration to someone else without losing cases, notifications or evidence.

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The owner runs the firm: its members, their roles and its billing. A firm can have several owners and always keeps at least one. Changing the owner moves and modifies nothing: the cases, notifications, credits and evidence belong to the firm, not to a person.

If you are an owner

  1. Under Account → Members (/cuenta/miembros), if the person is not a member yet, invite them under Invite a member with the Owner role. The link is personal, single-use and valid for 7 days. If they are already a member, choose Change role on their row and give them Owner.
  2. Once the new person is an owner, change your own role (for example, to Lawyer) or choose Leave the firm.

What does not transfer

  • The lawyer verification is personal. The new owner, if they will send notifications, needs their own approved verification under Account → Verification. If they already have it in another firm, it is valid here too.
  • Evidence does not change author. Every notification sent keeps, in its constancia, the lawyer who sent it and their sworn statement.
  • Assistant access tokens (MCP/API) belong to whoever created them and follow their role: if that person leaves the firm they stop working at once, and if their role changes they lose at once whatever the new role does not allow.

If the owner is no longer available

If the only owner left the firm or lost access to their account, no other member can give themselves that role. Write to us from /soporte with the firm's name and a document showing your authority to represent it (for example, a recent existence and legal representation document from the Cámara de Comercio). The team reviews each case and records the change.