Settings are split into Personal (/settings) and Firm (/firm). Most fields
auto-save silently (on blur or on change) — there's usually no Save button. Admin-only
sections stay blank until the app confirms the user's role, so nobody briefly sees a wrong
"not allowed" state.
Personal settings
- Profile — name, email, member-since (display only); Delete account in a danger zone.
- Appearance — theme: Light, Dark, or System.
- Notifications — see Section 19.
- Shortcuts — customize keyboard shortcuts (see Section 24).
- About — version and legal/attribution info.
Firm settings (admin/owner for most)
- General — firm Name and URL slug; firm switcher and "create organization" if the user has multiple firms.
- Practice — attorney role, practice areas, and case defaults (default jurisdiction, court, judge, prosecutor) that new cases inherit.
- Team Members, Roles & access — see Section 21.
- Single sign-on (SSO) — add an OIDC provider by domain, then verify domain ownership by adding a DNS TXT record ("Show DNS record" → "Check DNS"). Once verified, users on that domain can use the SSO button to sign in.
- Branding — display name, document header/footer, and an Enable letterhead toggle; appears on generated documents.
- Notifications — firm routing rules (admin).
- Document formatting — firm-wide measurement system (Imperial/Metric) and per-jurisdiction formatting overrides (font, spacing, page size, margins, footer alignment).
- Assistant — toggle Suggested next steps.
- Audit log — owner-only read-only view (also surfaced at
/activity). - Integrations — connect/disconnect cloud file providers (see Section 10).