System Settings

System Settings set and control all customization options for your firm that, when changed, affect every user within the firm. This includes your firm’s name, address, satellite and/or secondary offices, invoice and time-tracking settings, and more. Note Only Firm Administrators can access Systemwide Settings. To navigate to Systemwide Settings, click on Tools & Settings in the upper right-hand part of your screen displayed as a gear. Then click on Firm Setup. Once this has been clicked, on the left-hand side you will see options under the Systemwide Settings menu.