The settings hub
Firm settings in the sidebar opens one page with a card for each area of your firm's setup. You only see the cards your role allows.
| Card | What it's for |
|---|---|
| General | Firm details, country, currency and regional format, contact and office details, invoice defaults, the client portal, website status, domains and SEO. See General settings. |
| Practice areas | Practice groups, their areas and matter stages, and their public pages. See Practice areas and stages. |
| Document categories | The categories documents are filed under. See Categories. |
| Custom fields | Your own fields on matters, contacts, practice groups and areas, articles and article categories. See Custom fields. |
| Time & expense categories | The categories time and expenses are logged under. See Categories. |
| Roles & permissions | Roles, and what each one lets members see and do. See Roles and permissions. |
| Online payment settings | Optional: Stripe, for paying invoices online. See Online payments. |
| Subscription | Your plan, seats, trial and billing. See Your trial and plans. |
| Privacy | Client data requests and deleting the firm. See Privacy and deleting your firm. |
| Import data | Bring contacts and matters over from CSV files. See Importing your data. |
| Data retention & export | How long closed matters' files are kept, exporting a matter or the whole firm, and destroying files past their retention period. See Data retention and export. |
Your team and user groups are managed from Team in the sidebar: see Inviting and managing your team.
Still need help?
Send a request to the Mattersimple team and we'll reply by email.