Firm Settings

Configure notification settings, document templates, and document naming for your firm, and manage firm-level actions. Only admins can access firm settings.

Accessing Firm Settings

Click Settings in the firm sidebar. The page is organized into four tabs: Notifications, Document Templates, Client Portal Configuration, and Document Naming.

Notifications

The Notifications tab lets you configure the reminder emails sent to parties when a document request is approaching its due date.

• These settings apply to all matters in the firm by default
• Reminders are scheduled when a document request is created with a due date
• Existing scheduled notifications continue with their current settings

See Notifications for the full set of options.

Document Templates

The Document Templates tab lets you manage reusable checklists that pre-populate document requests. Infera includes standard templates per state, and you can customize them or add your own.

See Document Templates for details.

Client Portal Configuration

The Client Portal Configuration tab lets you brand the upload portal your clients see — upload your firm logo and choose the nav bar, page background, and accent colors. A live preview shows your changes before you save, and your branding applies to every client upload link and document request portal.

See Branding Your Client Portal for details.

Document Naming

The Document Naming tab controls how Infera names the documents it recognizes from your uploads — both the individual files it splits out of a combined upload (see Documents From a Combined Upload) and a single statement Infera identifies inside a one-file upload. Files Infera can't classify as a financial document keep their original filenames.

1. Click Settings in the firm sidebar
2. Open the Document Naming tab
3. Enter a naming template using any of the available variables:
   • {institution} — the financial institution, if detected
   • {doc_type} — the document type (e.g. bank statement)
   • {period} — the statement or coverage period
   • {account_last4} — the last 4 digits of the account number
   • {original_name} — the filename of the original combined upload
   • {index} — this document's position within the original upload
4. Click a variable to insert it into the template
5. Check the Preview to see an example filename before saving
6. Click Save

Leave the template blank to use Infera's default: {institution}_{doc_type}_{period}. If a value is missing for a particular document (for example, no institution was detected), Infera drops it — along with its separator — so filenames stay clean.

Editing Firm Information

To update your firm's name, address, website, or other details:

1. Click Edit in the firm sidebar
2. Update the desired fields
3. Click Save

Managing Team Members

To view, invite, or remove users:

1. Click Users in the firm sidebar

See Inviting Team Members for details.

Billing and Payment

To manage your subscription plan, payment methods, invoices, and credits:

1. Click Account in the firm sidebar

See Adding Your Credit Card for details.

Danger Zone

Delete Firm

To permanently delete the firm and all its data:

1. Click Settings in the firm sidebar
2. Scroll to the Danger Zone section
3. Click Delete Firm
4. Confirm deletion in the dialog

Warning: This deletes all matters, documents, users, and data associated with the firm. This cannot be undone.