Account Administration

Manage your team’s access with user roles, permission levels, and activity tracking.

Keep your account secure with login best practices and multi-factor authentication setup.

Update billing info, review subscription details, and understand feature pricing.

Configure firm-wide settings including practice areas, matter numbering, email domains, and more.

Learn to create, organize, and import custom fields to capture the data your firm needs.

Import, update, and export contacts, matters, and companies.