Guide

Instructor Guide

For institution contacts and lead instructors  ·  Last updated April 2026

1. Overview

This guide covers everything you need to manage your students and faculty on CounselCue — inviting members, tracking usage, and sharing resources with your class.

2. Accessing Your Institution Page

Go to counsel-cue.com/institution after signing in. You'll see your student and faculty seat bars, invite tools, and member lists. You must have an org_admin role (set by the CounselCue team when your institution was created).

3. Inviting Students by Email

On the Institution page, enter the student's email, select "Student" as the seat type, and click Send Invite. The student receives an email with a link to create their account. Their account is automatically connected to your institution with a 10 hrs/month usage limit.

4. Bulk Invite via CSV Upload

Prepare a CSV file with an email column. Optionally include a seat_type column (student or faculty — defaults to student if omitted). On the Institution page, click "Choose File," upload your CSV, review the preview, then click "Send All Invites." All invites are sent in one batch.

Example CSV format:

email,seat_type
[email protected],student
[email protected],student
[email protected],faculty

5. Generating a Shareable Invite Link

Click "Generate Student Link" to create a URL you can share with your entire class (via email, LMS, or in class). Anyone with the link can create an account and join your institution as a student. Links expire after 30 days. You can also generate faculty links separately.

6. Inviting Faculty

Same process as students — use email invite, CSV upload, or shareable link with seat type set to "Faculty." Faculty get unlimited usage (no 10-hour cap).

7. Viewing Student Usage

The Students section shows each student's name, email, and monthly usage bar (out of 10 hours). The bar turns amber when a student is over 80% of their limit. Faculty usage is also shown but is unlimited.

8. Removing Members

Click "Remove" next to any student or faculty member. They'll lose access to the institution and their tier will revert to the free plan (30 min/month).

9. Session Types & UPL Safeguards

Student accounts are restricted to educational session types: Lecture / Class and Study Session. Attorney-facing modes such as Claimant's Counsel and Defense Counsel are only available on professional tiers.

Why the restriction? This ensures students use CounselCue as a study and research tool, not a practice tool — keeping usage firmly within educational bounds and avoiding unauthorized-practice-of-law concerns.

10. Sharing the Student Guide

Share this link with your class: counsel-cue.com/guide/student. It walks students through creating an account, starting a session, using analysis cards, and downloading notes. Students will see a simplified interface with only educational session types. Include the link in your welcome email or LMS course page.

11. Support

For technical issues or questions about your institution account, contact [email protected].