Company and individual settings reference

Confirm what you are editing

Open Settings and check the active company. When acting as a firm, the page is labeled Company Settings and changes can affect company-wide workflows. When acting as an individual, profile and behavior settings apply to that individual entity.

Profile information

Maintain the name, industry, website, addresses, description, andâ€”where applicableâ€”personal name, job title, and job description. These details can appear in organization, billing, AI, or relationship workflows, so use business-appropriate information.

Main settings groups

Time Entries: daily summary, background processing, email billing, billable defaults, categories, UTBMS codes, and AI mapping guidance.
Projects/Matters/Cases: terminology and supported coding options.
Financial: default billing rate and billing-data visibility.
Regional: time zone.
Communications: business phone and call-recording behavior.
Desktop Meeting Recording: company or individual meeting policy.
Client Health Monitoring: capture-client heartbeat retention.
Quick and Nightly Actions: automation for AI suggestions.

Many standard form settings save automatically after a short delay. Wait for the saved confirmation before leaving. Recording, heartbeat, and action settings use their own immediate save controls.

Change management

Record important company-wide changes and tell affected staff. Before increasing automation, test under a representative user and project. A setting may be valid but still conflict with client terms or firm policy.