For executives

Firm settings

Manage firmwide structure, defaults, permissions, and operational standards from one place.

Firm settings gives authorized administrators one place to maintain the structures and operational choices that shape daily work. Available settings can cover users, case types, fields, folders, communications, workflows, billing access, and team responsibilities.

Global admin dashboard

Give authorized leaders a firmwide view of configuration, adoption, and operational health.

The global admin dashboard gives authorized leaders a configurable view of operational activity and workspace readiness. It can bring selected workload, deadline, intake, document, communication, and setup indicators together according to the viewer’s configured access.

Guided onboarding

Establish the core firm workspace through guided configuration, then validate approved data and representative workflows before broader use.

Guided onboarding begins with the agreed core firm workspace when the firm’s decisions, examples, and access are ready. Configuration, migration, validation, user preparation, integrations, and broader rollout continue according to the actual project scope and readiness.

• A focused guided setup can establish the core firm workspace when the required decisions and materials are ready.
• Our onboarding team works alongside users and administrators through settings, workflow decisions, and launch.
• Cases, leads, contacts, and documents begin moving as soon as authorized access is available for each prior system.