Firm & Invitation Selection
Overview
The Firm Selection screen has been enhanced to improve usability where users have access to multiple firms and invitations.
Improvements include:
- Search functionality
- Tabbed navigation
- Clear separation of Firms and Invitations
- Improved handling of empty invitation states
These changes ensure faster navigation and better visibility when managing multiple firm relationships.
Search Functionality
A search field is now available at the top of the Firm Selection screen.
Purpose: Allows users to quickly locate a specific firm or invitation when the list is long.
How it Works
- Begin typing the firm name in the search box
- Results filter dynamically
- Applies to the currently selected tab
This significantly reduces scrolling where users belong to many firms.
Tabbed Navigation
The interface now separates content into two clear tabs.
Tabs structure:
| Tab | Description |
|---|---|
| Available Firms | All firms the user already has access to |
| Invitations | Pending firm invitations requiring action |
Tab Behaviour
Available Firms Tab
- Displays all active firms the user can access
- Replaces previous “Active Firms” naming
Invitations Tab
- Displays all pending invitations
- Replaces previous “Pending” label
Naming decision: "Pending" changed to "Invitations" to avoid confusion that the firm itself is pending.
Tab Counters
Each tab now includes a count indicator:
- Available Firms (count of firms)
- Invitations (count of invites)
Empty State Behaviour
When there are NO pending invitations:
- Invitations tab displays a clean empty state
- No cluttered or confusing placeholder lists
User Flow (Improved Experience)
Step 1 – Open Firm Selector
- User accesses firm selection screen
Step 2 – Use Search (Optional)
- Search for:
- Firm name OR
- Invitation
Step 3 – Switch Tabs
- Select:
- Available Firms
- Invitations
Step 4 – Take Action
- Enter firm OR
- Accept invitation
Best Practices
- Use search first when managing many firms
- Check Invitations tab regularly
- Treat invitations as action items, not firm entries
- Rely on tab counts to prioritise actions
- Avoid assuming “Pending” means a firm is inactive — it refers only to invitations