> ## Documentation Index
> Fetch the complete documentation index at: https://help.lexfill.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Team & settings

> Firm setup, team invites, branding, the lead form, and your profile

## 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.

## Lead form

**Settings → Lead form** manages your firm's public intake form for prospective clients — the form the [Leads](/guides/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](/guides/leads#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](/guides/leads#due-leads). 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.

<Warning>
  **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.
</Warning>

## 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](/guides/tasks), and a [calendar](/guides/calendar) of case, invoice, and task deadlines.