Administrator settings are reached from the tool icon at the top right of the Legal Accounting screen. Clicking it reveals a row of options beneath the main icons.
This article explains what is there.
Opening Administrator Settings
Before you begin:
- The tool icon appears only for users with administrator access.
To do this task:
- Click the tool icon at the top-right of the screen. A row of options appears directly below the main icons and above the tabs.
Available Options
- Firm – general settings of how you need the software to behave
- Users – security settings for what access individual users have
- Contacts/Casefiles - lists and control settings for files
- Billing – firm rules for billing and template setup and building tools
- Rates/Codes - list of rates, activity codes, task codes, and tax settings
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