Firm profile
Confirm the firm’s details.
Prepare the workspace around your firm.
Review firm details, configuration areas and sample preferences before planning your rollout.
Configuration options
Review settings with the responsible team.
Data administration
Validate behaviour before wider adoption.
What you can try
- Save a fictional firm profile.
- Explore role, feature and branding configuration examples.
- Review sample invoice-template and payment preferences.
- Export the current demonstration summary.
How the information fits together
Information used
Sample firm details and configuration preferences.
Result
A view of the configuration areas to discuss before rollout.
Settings are saved locally for demonstration. They do not connect payment services, change the production application or establish real permissions.
Suggested practice workflow
Put settings into context.
Use these steps as a discussion starter for your firm’s own operating process. Configuration and availability should be confirmed during evaluation.
- 1
Confirm the firm’s details.
- 2
Review settings with the responsible team.
- 3
Validate behaviour before wider adoption.
Make your demo count
Questions worth asking.
Go beyond the overview and confirm the details that matter to your practice.
Which settings affect all users?
How are configuration changes authorised and audited?
Related modules
Departments
Organise the firm’s departments within a dedicated administration area.
Explore moduleUsers
Access user administration from the same workspace used to oversee the practice.
Explore moduleAttorney assignments
Use the dedicated attorney-assignment area to support clear responsibility within the practice.
Explore module