Firm Settings

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

Accessing Firm Settings

Click Settings in the firm sidebar.

Notification Settings

The Firm Settings page lets you configure default notification settings that apply to all matters in this firm.

• These settings apply to all matters by default
• Individual matters can override these settings
• Changes only affect new financial affidavits going forward
• Existing scheduled notifications continue with their current settings

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.