Firm Setup Overview

Firm Setup is the configuration centre for your practice. Settings configured here, firm details, user access, questionnaires, thresholds, automated rules, and client email delivery, apply by default across every client and job in the firm, and can be overridden at client or job level where needed.

Who can access Firm Setup

Only Directors (L6) and Admins (L1) can open and edit Firm Setup. Users at other role levels will not see this option in the navigation.

What's covered in Firm Setup

●       Firm Details: your firm's profile, logo, and contact information.

●       Branches: segmenting clients, jobs, and staff access by office location.

●       Permissions & Users: adding your team and assigning role levels.

●       Configurations: four further areas, Questionnaire, Thresholds, Rules Builder, and Email Settings.

First-time setup

On first login, a Terms of Use dialog must be accepted before the rest of the portal becomes accessible. Once accepted, you're taken to Firm Details, where four fields are required before your firm profile is considered complete: Business Name, Primary Email, Primary Phone, and Terms of Engagement.

How to access: Firm Setup in the left-hand navigation.