Unlimited users, by design
RESO does not charge per seat, because resolution delivery is a team sport — intake reps, closers, EAs, attorneys, and back-office staff all touch the same engagement. Invite everyone who works cases; the platform fee does not change. What changes per person is the role, which controls how much of the firm’s caseload they see.
Inviting professionals
From your team settings, send an invite to a colleague’s email and choose their role. They accept the invite, create their login, and land in your firm’s workspace — scoped to your tenant, with access shaped by the role you assigned. Roles can be changed later as responsibilities shift, and access can be removed when someone leaves. Because the methodology lives in the case records rather than in any one person’s head, departures cost you a login, not your delivery standard.
The three roles
- Admin — firm management plus full case visibility. Admins see every case in the firm and handle team, settings, and billing concerns.
- Resolution — the delivery seat. Resolution professionals see all firm cases, since EAs, CPAs, and attorneys routinely pick up matters they did not originate.
- Sales — the intake and consultation seat. Sales users are scoped to their own cases and their teammates’ — enough to run consultations and follow-ups without exposing the firm’s entire book.
Why scoping works this way
The split mirrors how resolution firms actually staff. Delivery work is interchangeable across the professional bench, so Resolution and Admin see firm-wide. Sales compensation and client relationships are usually rep-attached, so Sales visibility follows the rep’s own pipeline. If an account’s role is ever ambiguous, RESO defaults to the safer, narrower scope rather than firm-wide access.
Everyone works the same record
Roles control visibility, not methodology. A case moves from a Sales consultation through Resolution delivery on one record: the intake the closer captured is the intake the EA reads, the transcripts the EA parsed ground the report the client receives, and the activity timeline attributes each step to the person who did it. Handoffs are a tab change, not a re-explanation — and the same standard applies no matter who opens the case.
Practical setup for common firm shapes
- Solo practitioner — you are Admin; add a virtual assistant as Sales when intake volume justifies it.
- Boutique (2–10 people) — owners as Admin, the professional bench as Resolution, intake and closers as Sales.
- Sales-led firm — reps as Sales so each works their own pipeline; delivery team as Resolution with firm-wide visibility; managers as Admin.
- Adding resolution to a prep practice — start everyone as Admin or Resolution while volume is low; introduce Sales scoping when you build a dedicated intake function.
Accountability comes free
Every meaningful action — intake saves, report generation, document arrivals, billing events, stage overrides — is logged on the case Activity timeline with the acting professional. Role scoping decides who can touch a case; the timeline records who actually did. Together they give partners review and fee-defense evidence without anyone maintaining a separate tracking spreadsheet.