Note: Have your account administrator confirm your account is set up properly before you use the application.

Your account administrator may need to modify your user-defined settings before you can view Firm Settings.

Access Firm Settings

To access Firm Settings:

  1. From the toolbar, click your Profile icon.
  2. From the drop-down, select Setup.
  3. From the Setup left navigation, click Firm Settings.

The Firm Settings screen opens, displaying tabs atop the screen.

Email Templates Tab

Warning: Be sure not to edit items inside of [brackets].

The Email Templates tab allows you to configure templates used throughout the software.

  • Emailing invoices
  • Invoice reminders
  • Low retainer reminders
  • Retainer replenishment requests
  • Online operating retainer payment requests
  • Intake forms

Note: After making your changes, in the upper right corner, click Save.

Other Settings

Additional settings can be found on the following tabs: