Firm settings

Settings is where your firm shapes two things: how the platform works for your team, and how the firm appears to its clients. The tabs run across the top of the page, each one a different surface to configure.

Attorneys and admins have Full access. A Staff member can also change firm settings when an attorney or admin grants Change settings on the Firm settings and integrations row, called Firm settings → Edit below (see staff access). Personal preferences and your default billing rate stay yours to change at any role. Personal calendar and mailbox connections, payment-account controls, and staff management remain attorney and admin work.

Scheduling appears after you connect a calendar. Billing appears to everyone after the firm connects its payment account: attorneys and admins manage the account there, and other staff see its status.

The Firm tab

Firm holds the firm's own profile facts, as distinct from Brand, which is what clients see, and Preferences, which is yours alone.

The firm's primary practice state is set here. New matters default to it, and it orders the state lists elsewhere in the console. It doesn't limit where the firm can practice: every state stays selectable on every matter.

Once the firm has matters or documents in more than one state, a Where you practice read-out appears below it, listing each state with how many matters sit there and how much of the document library covers it. It is worked out from your matters and your library rather than maintained by hand, so nothing on it is editable and nothing can drift out of step. Where it shows a gap, it links through to the templates library to close it. The whole area is covered in working in more than one state.

Scheduling timezone sets the zone used for appointment dates and times and for consultations recorded by hand. Choose a named zone, such as America/New_York, and select Save. Changing it changes how appointment times are displayed; it does not move existing appointments. See scheduling.

Where the firm drafts letters in the document workspace, the Firm tab also holds Offices: each office's state, name, attorney, address, phone, email, and review links. A letter template names the office it prints, and a browser template edition picks one under Office for this edition (offices in a template), so those details come from here rather than being typed into each document. Add office adds one. Editing an office carries through to the letters that print it, and a reviewed letter that changes as a result goes back to draft for another look. Archive, confirmed with Archive office, takes one out of use and can't be undone. Offices appear only to those with Firm settings → Edit.

Making it yours

The Brand tab controls how the firm looks everywhere a client meets it. You upload a logo, set the firm's display name and an optional tagline, choose the colors clients see, and name the city that appears in client-facing footers.

Colors come as a pair. The primary color is the accent clients see across the portal and intake forms: it tints buttons and section accents. The primary foreground color is what's drawn on top of that accent, the text and icons on a colored button, usually white or near-black. Setting the two together keeps everything readable. You can pick each from a swatch or type a hex code.

The logo takes effect the moment you select it; the name, tagline, colors, and city are saved together when you click Save changes. As you edit, a live preview beside the form shows how the portal header and footer will read, so you see the result before saving. To take a logo down, click Remove.

Where your firm drafts letters in the browser, the tab also carries Logo in letters, the logo engagement and disengagement letters print beside the office address. Letters use the portal logo when it is a PNG or JPEG; when it isn't (an SVG, say), the row says why, and letters go out without a logo until you upload a PNG or JPEG version here. Replacing or removing the portal logo clears that version. The row appears only to those with Firm settings → Edit.

This branding follows the firm wherever clients meet it: your logo and name in the portal header, the tagline below, the city in the footer. Public intake forms carry the same look, and signed documents show the firm's logo and name in the page header.

Connections

The Integrations tab is where the firm connects the outside services that make day-to-day work possible. Each connection shows its current status, the form or summary you need, and the buttons to set it up or disconnect. The firm's cloud drive, email sender and signing sender can be configured with Firm settings → Edit. Personal calendars, mailboxes and the payment account remain configurable only by attorneys and admins.

Connect the firm's payment account so clients can pay invoices by card. Setup runs through a short guided flow to connect the account; once it's done, the tab shows whether the account is ready to accept payments and links you through to the receivables board and the billing account surface for everyday management.

By default, the firm's client mail sends from a shared platform address. To send from your own domain instead, enter a sender address (such as mail@yourfirm.com) and follow the on-screen steps to verify it with your domain. Once verification clears, client mail goes out from the firm's own address. You can change the address later, keeping the verified domain, or disconnect to fall back to the shared one.

By default, signing requests for the engagement letter come from a shared platform sender too. To send them in the firm's name instead, enter a sender email and the firm's signer name, then confirm the address from the verification email and check the status. (If you miss that email, you can resend it.) Once it's confirmed, requests go out under the firm's own name and address. The signing request also carries the firm's logo and colors, so it stays on-brand if you update them.

Connect a cloud drive and choose a folder where each matter's documents mirror automatically. The tab shows the destination folder, how many documents are waiting to mirror, and when the mirror last ran. You can change the folder, send a test file to confirm it's working, reconnect if the connection lapses, or disconnect to stop mirroring. Changing the folder and sending a test file each ask you to confirm first, because both write to the drive or change where files go. A new folder applies to files from then on; what's already mirrored stays where it is.

Attachments that arrive by email are left out of the mirror by default, because they're other people's material. Mirror emailed attachments to Drive turns them on. Turning it off again doesn't remove anything already copied.

Connect a personal Google or Microsoft calendar to receive consult bookings. With it connected, prospects can book a consultation and the appointment lands on your calendar with a video conference attached. From here you can jump to scheduling to set when you're available.

A calendar connection can lapse, when the calendar account's permission expires or is withdrawn. When it does, the connection reads Reconnect needed for the account and offers Reconnect, which takes you back through the calendar sign-in with the same account. Your booking pages and any booked appointments are kept; only the permission is renewed. Signing in with a different account is refused rather than quietly swapped in, so an appointment never ends up attached to the wrong calendar.

Connect your mailbox to keep your email with clients on their matters and send from your own address. Each attorney or admin connects their own, from the Your mailbox card; nobody else can see its private side or send from it. On a Google account, the mailbox and the calendar share one connection: a lapse stops both and one reconnect fixes both, and disconnecting the calendar while email is connected is offered only as Disconnect calendar and email. The card is also where you pause capture, import earlier email, and disconnect. The whole area has its own page: emails.

Your team and roles

The Staff tab is the firm's roster. You invite a new member by entering their email, an optional name, and a role: Attorney, Admin, or Staff. They get an email with a sign-in link and setup instructions, and once they accept they appear as active staff.

The roster shows each person's role and access: Full access for an Attorney or Admin, Standard for the Staff default, or Custom when a Staff member's access differs. Pending invitations appear below the roster. Only attorneys and admins can invite or manage members.

To change a member's details, role, or access, open the edit button on their row; each Staff member can open Your access on their own row to see theirs. What a Staff member can do, how access is set, and how End access works have their own page: staff access.

Availability

Once you've connected a calendar in Integrations, the Scheduling tab appears and lets you set when people can book with you: the windows you're available, how long an appointment runs, and the buffer between back-to-back meetings.

The tab covers two kinds of appointment, on a switch at the top. Consults are the first conversation, and can carry a video link. Signings are the in-person ceremony, which runs longer and never carries a video link, because the point is that everyone is in the room. They keep separate availability, so an attorney can offer consults on afternoons they'd never schedule a signing. If your calendar was connected before signing availability existed, the tab offers to set it up in one step.

Changes apply to the booking page right away, and a Preview link opens the page the client will actually see, for the surface you're editing. The booking itself, and what happens after it, are covered in scheduling.

Billing account

After the firm's payment account is connected, a Billing tab appears for managing the account itself. It shows whether the account is ready to accept payments and gives you a place to manage account details and tax documents. Clients never see this tab; what they see is the firm's branding when they pay an invoice. The invoicing and payments flow is covered in billing.

Legal insurance

If the firm submits claims to legal-insurance plans, the Insurance tab keeps the list of providers it works with. All staff can inspect the list and its payment-performance table. With Firm settings → Edit, you can switch on a built-in set of common plan administrators, or add your own custom providers (a regional plan, an employer-sponsored arrangement) with a name, a default submission method, a claims email, a portal link, and any notes. Whichever providers you enable appear in the coverage picker when staff record a matter's insurance.

The tab also shows a payment-performance table: for each provider, a recent measure of how long claims typically take to be paid. It fills in as the firm records insurance payments, so the firm can see which plans tend to pay faster. This tab is firm-internal; clients never see it.

Website inquiries

The Capture tab is where the firm's own website becomes an entrance to the platform: inquiries from the site open a matter, and the person who sent one can be emailed a secure link into the firm's contact form. It holds the sources inquiries arrive from, the contact form they continue on, and a list of what has recently come in. The words of the invitation, and whether it sends at all, are on the Communications tab, which this one links to rather than repeating.

Setting up a source requires Firm settings → Edit; the rest of the team can read the tab and put a stalled invitation back in the queue. The whole area has its own page: website inquiries.

What the platform sends in your name

The Communications tab is the inventory of every message the platform sends on the firm's behalf. It answers a question a firm otherwise can't answer about its own practice: what actually goes out under our name, to whom, and what set it off.

It began as a read-only list and is now also where the firm shapes what those messages say. Many rows can be rewritten in the firm's own words, some can be set to show staff the message before it sends, and four go out on a schedule the firm sets. The tab is open to every role, because knowing what goes out in the firm's name isn't an admin-only concern, and nor, for the most part, is changing it. The exceptions are the two switches that let the platform write to a new inquiry on its own, which require Firm settings → Edit.

The whole area has its own page: client communications.

Preferences

The Preferences tab holds your personal settings, and it's open to everyone. You can switch the staff console between light and dark appearance, and set a default hourly billing rate that pre-fills the rate field whenever you log a time entry (you can override it on any single entry, or clear it by leaving the field blank). These apply only to you and stick across sessions; the appearance choice never affects what clients see.