Firm Profile — the firm's name, contact details, and core settings
At a Glance
Firm Profile
Firm name, contact details, address, time zone, and core settings.
Team
Invite and deactivate users, assign roles, and revoke sessions.
Document Templates
Upload your firm’s own versions of the standard templates.
Roles & Permissions
Review the permission matrix and create custom roles.
Lists & Vocabulary
Set the firm’s own picklist values.
Deadline Reminders
Set how far ahead reminders fire for each deadline type.
AI Prompts
Adjust the firm’s AI prompts.
Audit Log & Background Jobs
Read-only monitoring of activity and system jobs.
Firm Profile
Firm Profile settings
What you can set here
What you can set here
Firm name, contact details, address, time zone, and settings like the statute-of-limitations warning threshold and your Workspace domain.
Team
Team management
What you can do here
What you can do here
Invite and deactivate users, edit their details, assign roles, and revoke sessions.
Document Templates
Document Templates
What you can do here
What you can do here
Upload your firm’s own versions of the standard document templates.
Roles & Permissions
Roles & Permissions
What you can do here
What you can do here
Review the permission matrix and create custom roles. The built-in roles are protected.
Lists & Vocabulary
Lists & Vocabulary
What you can do here
What you can do here
Set the firm’s own picklist values.
Deadline Reminders
Deadline Reminders
What you can do here
What you can do here
Set how far ahead reminders fire for each deadline type.
AI Prompts
AI Prompts
What you can do here
What you can do here
Adjust the firm’s AI prompts.
Audit Log
Audit Log
What you'll find here
What you'll find here
Read-only monitoring of activity.
Background Jobs
Background Jobs
What you'll find here
What you'll find here
Read-only monitoring of system jobs.