Firm settings
Settings → Firm is where firm owners manage the workspace:
- Firm details — name and basic information.
- Branding — upload your logo and set brand colors; they’re applied across the client intake and portal.
Settings → Lead form manages your firm’s public intake form for prospective clients — the form the Leads pipeline feeds from. The hosted link works the moment your firm exists; configuration is optional polish. Every firm member can open the page, but only the firm owner or an admin can change a setting or regenerate the link — everyone else sees it read-only.
- Share your form — the hosted link, plus the embed snippet for your website (it sizes itself and forwards your page’s UTM parameters — see Share and embed).
- Form is live — the off switch. While the form is off, the hosted link and every embedded copy show the same “form no longer available” state; turn it back on any time. The settings preview keeps working while the form is off.
- Case types offered — a toggle list of your firm’s case types. “I’m not sure” is always offered on the form, regardless of what’s enabled.
- Screening questions — toggles apply per question, across every case type that asks it: switching one off removes it everywhere, and each row lists where it’s asked. Name, contact, and preferred-language questions are always asked and can’t be switched off; case types outside the five-type question bank ask only those plus a short summary.
- Languages — English, Spanish, Turkish, and Arabic can be offered, and the last remaining language can’t be removed. The acknowledgement email follows the language the prospect filled the form in.
- Intro text — an optional welcome (up to 2000 characters) shown on the first step as written, in every offered language — it is not translated. If you offer Spanish, don’t accidentally ship English intro copy to a Spanish-speaking prospect.
- Follow-up timer — in hours (1–8760, default 48) before an untouched lead resurfaces as Due. Changing it affects future timers only — existing dates keep theirs.
- Live preview — the real form, driven by your current draft (unsaved) settings, with a restart button. Nothing is saved and nothing is sent — playing with the preview never creates a lead.
Regenerate link creates a new link and disables the current one
immediately. Anywhere the old link is shared or embedded — your website,
email signatures, ads — will show “form no longer available” until you update
it with the new link.
Team
Invite colleagues from Settings → Team. Invitees receive an email with a secure link (valid for 3 days) and go through a short onboarding into your firm.
Everyone in the firm shares the same workspace: all clients, intakes, documents, messages, and tasks are visible to every member, with the creating attorney shown on each record.
Your profile
Settings → Profile covers your personal details and profile picture, shown across the console and in client-facing touchpoints.
Tasks and calendar
Beyond per-client work, the console gives your firm two cross-cutting views: a firm-wide task list and board, and a calendar of case, invoice, and task deadlines.
