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.

Firm Preferences Tab

The Firm Preferences tab allows you to configure defaults and behaviors for all users.

Note: Before editing Firm Preferences, be sure to Set Up Your Bank Accounts.

Firm Preferences

Default Operating Bank
  • Set your operating bank, or the one used most often, as your default.
  • Automatically completes the Bank field in transactions.
  • Set to Select if you prefer to not set a default.
Default Trust Bank
  • Set your trust bank, or the one used most often, as your default.
  • Displays as the default trust bank when adding a matter.
  • Set to Select if you prefer to not set a default.
Invoice Payment Screen Behavior
  • Defaults to Return to Pay Invoices Screen
  • Set to Close After Saving if you wish it to close after recording a payment
Default Timekeeper
  • Set your timekeeper, or the one who enters time most often, as your default.
  • Populates the Timekeeper field on timecards.
  • Set to Select if you prefer to not set a default.
Default Matter Owner
  • Set your matter owner, or the one who enters most often, as your default.
  • Populates the Matter Owner field on timecards.
  • Set to Select if you prefer to not set a default.
Use Client Name
  • Default client name format within your client list.
  • As a default Original Name is First, Last and Display Name is Last, First.
  • You can view these under Contact > Client. Select a client and click Edit.
Print Client Name
  • Default client name format for invoices and checks.
  • As a default Original Name is First, Last and Display Name is Last, First.
  • You can view these under Contact > Client. Select a client and click Edit.
Unbilled Entries/Matters Through
  • When generating an invoice, this field determines the latest date for which unbilled time and expense entries will be included.
  • If you tend to include everything through today, you can change this setting to that default.
Enable class-based tracking for non-matter transactions
  • Class tracking allows income statement and balance sheet generation according to the firm's defined profit centers.
Enable class-based tracking for matter related transactions
  • Matter transaction classes can be derived from matter owner or timekeeper.
  • Use this option for more granular class assignments.
Time Display Format
  • Controls time format on invoices and reports.
  • For example, 01:30 or 1.5 hrs.
Send email when Task is completed
  • Configure the system default to send email when a task is completed by choosing Yes/No from the drop-down.
  • Firm users can choose to set their own default under Setup > My Settings > My Preferences.

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

Check Settings

Default Check Print
  • Defaults to Computer Checks, which means you print your checks from the application.
  • If you prefer to hand-write checks, change to Manual Checks.
Default Check Style
  • Options include Check & two stubs, three checks, and stub, check, stub.
Checks: Print Additional Info (Operating)
  • Include additional information to print on operating checks.
Checks: Print Additional Info (Trust)
  • Include additional information to print on trust checks.
Checks: Print Sub-Account: Location
  • Controls sub-account number location printing on the check.
  • Only applicable if you select Separate Sub Accounts when entering your bank.
Checks: Print Memo 2 on Stub 2
  • You have the option to print your internal memo (Memo2) on the second stub, which is the stub for your records.
Print Full State/Province Name
  • Determines whether the full state or province name displays on printed checks.
Font Size
  • Select a Check template format from font sizes 9 to 12.
  • The selected font size will apply only to the check and not the stub.
Check Print Offset (Check Printing Only)
  • To accommodate various printers, we provide an offset setting.
  • Value must stay between 0 and 2.
  • If the text is too high, increase this number.
  • If the text is too low, decrease this number.

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

Trust Settings

Trust Retainer Debit Payable To
  • Default payee when trust funds are used to pay invoices.
Future Dated Transaction Warning
  • If applied, the system will alert you when you are creating future-dated transactions.

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

Bank Settings

Show Warning when Expenses Don't Include Tax
  • Set to Yes to track sales and goods taxes paid on office expenses.
  • Warns if there is no allocation to tax when entering expenses.
Allow Operating Retainer Transactions
  • If you practice in an area that does not allow operating retainers, you can disable that function here.
Transaction Method is required
  • Makes reporting clearer. Check the compliance reporting requirements with your jurisdiction before deciding.
Transaction Memo is required
  • Makes the memo note field a required field.
Show Paid Tax Inputs for Business Transactions
  • Show paid tax inputs in the transaction screen.
Include items in Deposit Slip Reports
  • Check the fields (client name, matter name, matter file number) you would like to display in Deposit Slip and Deposit Summary report
Bank Feed Notifications

  • Turn this off to silence every bank feed disconnect notification for the firm, on both email and in-app. Feed status indicators elsewhere in the product are not affected — only the notifications are.

  • When enabled, you'll receive a one-time notification about a bank feed disconnect. Follow-up reminders are then sent on the settings you set.

  • You have the option to send follow up reminder via Email, In-app, or both.

  • You can also choose between daily or weekly frequency for the reminders.

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

Document Settings

Default Document App
  • Your application's document app is the default.
  • Select your preferred document storage provider.
Matter Folder Root Path
  • You can configure additional sub-folders that will be used when creating new Matter Folders.
Matter Folder Name
  • You can configure which matter fields can be used to generate the default Matter Folder name for new matters.

Important: You must have an account with a document storage provider before linking it to the application.

Auto Numbering

Auto generate Client Id (Custom)
  • Enable or disable auto-generating Client IDs.
  • Choose from three formatting options for auto-generated client IDs.
  • Apply the scheme to existing contacts.
Auto generate Matter File Number (Custom)
  • Auto-generate your matter file numbers, or disable the feature.
  • Choose from four formatting options for auto-generated matter file numbers.
  • Apply the scheme to existing matters.

Firm Branding

Upload your firm's logo for the client portal, website payment link, and intake forms.

Email Forwarding

  • Enable email forwarding from your firm into your application.
  • The system provides the forwarding email address needed for email integration.

Intake Form

  • Enable the Intake Form feature to create new templates or send Intake Forms.

Client Portal

  • Enable or disable the ability to share documents with your clients.
  • Check the boxes to choose which items to share.
Send daily digest emails to client with summary of new activities of the day.
  • Digest emails provide a summary of important information such as upcoming meetings, overdue tasks, daily activities, and more.
  • Modify digest email preferences at the user level under My Settings.
Send email notification to Client when a new item is shared with the Client
  • Enable or disable automated email notifications to clients when sharing an item with them.
Send email notification to client portal parties when client uploads a new document.
  • Enable or disable the ability to receive email notifications when a client uploads a new document to the portal.

Send Daily Digest Emails to All Users

Send daily digest emails to all users.
  • Digest emails provide a summary of important information such as upcoming meetings, overdue tasks, daily activities, and more.
  • Modify digest email preferences at the user level under My Settings.

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

Other Settings

Additional settings can be found on the following tabs: