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.

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