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Firm & User Management
Configure your firm, team, and branding, and track the business with a clear overview.
Your firm, under control
Control how your firm operates, from profile and branding to lawyer competences and shared defaults.
- Firm setup: Create and configure your firm profile and settings.
- Firm branding: Upload a logo and customise branding on client-facing documents.
- Lawyer profiles: Manage lawyer profiles, competences, and education records.
- Dashboard & stats: Firm-wide overview of activity, KPIs, and action items.
- Language preferences: Multi-language support with firm-level defaults.
- Reminder defaults: Configure default reminder timing firm-wide.
- ✓Consistent settings for the whole team
- ✓Professional, consistent branding to clients
- ✓Data-driven overview of firm operations