Configuring Your Firm
General Settings
Navigate to Settings > Firm Details to update your firm name, address, phone number, and website. These details appear on invoices, client communications, and your client portal.
Branding
Upload your firm logo and select your brand colours. Your branding is applied to:
- The client portal header and login page
- Email notifications sent to clients
- Invoice headers and footers
- Your firm's landing page
Email Configuration
Configure your firm's email preferences including the sender name that appears on automated emails, notification frequency settings, and email signature templates.
Subscription Management
View your current plan, usage statistics, and billing history from Settings > Subscription. Upgrade or downgrade your plan at any time — changes take effect at the start of your next billing cycle.