Settings Overview
The Settings dashboard is organised into sections:
Section | What you configure |
|---|---|
Firm Profile | Name, address, contact details, SRA number, VAT number |
Practice Areas | Legal disciplines your firm handles |
Billing Settings | Rate cards, VAT rate, payment terms, invoice numbering |
Fee Share Defaults | Default fee-share splits applied automatically to new matters |
Matter Settings | Reference format, default billing type |
Matter Templates | Reusable matter blueprints with tasks, dates, and folders |
Task Templates | Reusable task checklists |
Custom Fields | Extra data fields for matters and contacts |
Document Templates | Default template assignments by practice area |
Merge Fields | Browse and preview available merge fields |
Users | Team members and their roles |
Microsoft 365 | Connect your firm's Microsoft 365 account |