Central administration
Firmwide configuration is grouped around the people, records, and workflows it affects.
Firm settings
Manage firmwide structure, defaults, permissions, and operational standards from one place.
What it does
A practical part of the firm’s workflow.
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.
Role-aware changes
Administrative areas remain limited to users with the corresponding level of access.
Shared operating standards
Case structures, templates, folders, and workflow choices can be maintained as firm practices evolve.
How it works
What the team can expect.
Assign an owner
Identify the administrator responsible for each area of configuration and its review schedule.
Make a tested change
Use a representative record to confirm how the proposed setting affects staff work.
Communicate and govern
Document the decision, prepare affected users, and revisit the setting when responsibilities change.
Set the standard once.
Manage firmwide structure, defaults, and operating rules from one place.