Overview
Firm Users
Firm Settings
Import/Export
Client Billing
My Notifications
My Profile
My Settings
Overview
Account settings allow you to edit your profile and notification preferences, import and export contacts into the system, add new users and edit permissions if you are an Admin on your account. You can also view firm users and update invoice preferences.
To access Settings select the Settings button in the side navigation panel. Along the top of the screen are tabs that allow you to view information within settings. Each one is defined below.
Firm Users
This is where you can add new users or edit existing user's settings. To edit a user's settings such as their hourly rate, name, or permissions click Edit User.
Firm Settings
Firm Settings can only be viewed or edited with Admin User permissions. In the Contact Information tab, Admin users can update the firm's name, address, and phone number.
The Preference tab allows you to upload or remove your logo.
Import/Export
The Import/Export tab allows users to Import and Export Contacts and Companies from other software using our Contact Import spreadsheet. Click here to learn more about Importing Cases, Contacts & Time Entries.
In this tab, you can also create a Full Backup. When you create a full backup, a .zip file containing all your data will be created so you can download and save it. You can request one full backup per day, and the backup will be retained for 7 days. After 7 days, your old backups will be deleted to save space.
To create the backup:
Select the Full Data Backup tile.
Request Backup tab.
Backups are created as CSV files.
You have the option to include archived items or Send an email when the backup is finished. Select either item, both or none.
Select the Export Full Backup button to create the backup.
Client Billing
The Client Billing & Invoice Settings allows users to Edit Preferences, including Default invoice Payment Terms and Terms and Conditions. Select the Edit Preferences button to make changes.
In the Invoice Preferences tile:
Choose the option to Display 1 number or 2 numbers after the decimal point in the Time Entry Hours section.
Select Default Invoice Payment Terms by clicking the entry field.
Change Default Invoice Terms and Conditions.
Change the Default Message for Trust Requests.
Select the Save Preferences button to save changes.
My Notifications
The My Notifications Tab lets you:
Set up how often you’d like to see Recent Activities via email in the Recent Activity Tab.
Select which activities you want to see as part of the email notification.
This is also where you will set up Individual Notifications, such as when An electronic payment has been made on an invoice.
My Profile
This page displays your contact information as well as your cases, hourly rate, billable target, and your last login. Your contact information is visible to all users of the firm, but only your name is visible to clients. To update your contact information, click Edit.
My Settings
The My Settings Tab lets you update your Time Zone by selecting the Edit Preferences button.