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Working across multiple firms

Switch between organizations when you belong to more than one firm.

Written by Jason

You can belong to more than one firm on Gaveli with a single account — useful if you work with multiple practices or manage separate teams.

Switching organizations

  1. Open the organization switcher from the navigation (it shows your current firm's name).

  2. Choose the firm you want to work in.

  3. Gaveli reloads into that firm's workspace — its cases, documents, and settings.

Each firm is completely separate. Cases, documents, team members, billing, and settings never cross between organizations.

Putting your firms in order

If you belong to several firms, you can arrange them in the order you prefer. In the organization switcher, use the Drag to reorder handle next to a firm to move it up or down the list.

The order is saved to your account, so the switcher shows your firms the same way every time you sign in.

Creating or joining another firm

  • Create a new firm — choose Create Organization from the switcher and give it a name.

  • Join an existing firm — ask an Owner or Admin there to invite you by email, then accept the invitation.

Your role can differ from firm to firm — you might be an Owner in one and a Member in another.

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