Settings
Manage your firm, users, and platform settings.
User Management
Add, edit, and manage staff accounts and roles
Workflows
Configure stage pipelines and automated tasks per case type
Document Templates
Manage merge templates for letters and pleadings
Dropbox Sync
Map Dropbox folders to cases for automatic document import
Firm Settings
Firm name, address, contact info, and branding
Appearance
Customize colors, logo, and display preferences
Two-Factor Authentication
Set up authenticator-app 2FA for staff accounts
Integrations
Connect Dropbox Sign, Gmail, Twilio, LawPay, QuickBooks