> ## Documentation Index
> Fetch the complete documentation index at: https://docs.matter-vault.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Firm Profile Setup

> Configure your firm's settings, BATES prefix, and bar compliance before opening matters.

Before your firm opens its first matter, a firm administrator should complete the firm profile. Matter Vault shows a setup checklist on the dashboard until all items are done.

## The setup checklist

The checklist appears as a banner on the dashboard. It tracks six items:

| Item                          | Where to complete it         |
| ----------------------------- | ---------------------------- |
| Firm name and address         | Firm Settings → Firm Profile |
| Main email address            | Firm Settings → Firm Profile |
| Main phone number             | Firm Settings → Firm Profile |
| Firm logo                     | Firm Settings → Firm Profile |
| BATES prefix                  | Firm Settings → Firm Profile |
| Bar compliance acknowledgment | Firm Settings → Firm Profile |

The banner disappears once all six items are complete. If you update any firm setting later, the banner reappears as a reminder to review.

You can also dismiss the banner manually by clicking **Hide checklist** — it will reappear automatically if any firm setting changes.

## Accessing Firm Settings

Navigate to **Firm Admin → Firm Profile** in the left sidebar. Only firm administrators can edit these settings.

## Firm name and contact info

Fill in your firm's legal name, address, main email, and main phone number. These appear on client-facing emails and generated documents.

The address field uses autocomplete — start typing your street address and select from the suggestions to populate city, state, and ZIP automatically.

## Firm logo

Upload a logo to appear on client-facing emails (portal invites, document notifications). Recommended size: at least 300px wide, PNG or JPG. If no logo is uploaded, the firm name appears as text instead.

## BATES prefix

The BATES prefix is prepended to every Bates number in production sets generated by your firm. For example, a prefix of RAICH produces Bates numbers like RAICH-00001, RAICH-00002, and so on.

Set this before creating your first production set — it cannot be changed retroactively for existing productions.

## Bar compliance acknowledgment

Matter Vault requires a firm administrator to acknowledge bar compliance obligations before matters can be opened. This is a one-time acknowledgment.

To acknowledge:

1. Scroll to the **Bar Compliance** section in Firm Settings
2. Read the acknowledgment text
3. Click **Acknowledge**

The section shows the name of the person who acknowledged and the date. This cannot be undone.

## What happens if setup is incomplete

Matters can still be created if the checklist is not complete, but certain features — such as production sets and client portal invites — may not work correctly until Drive is connected and firm settings are filled in.