Configure the foundational settings that get your firm live on the CRM: firm details and branding, users and permissions, case types, statuses and dashboard categories, marketing sources and call tracking, automation scheduling and defaults, referral and co-counsel firms, and the Microsoft Office 365 API integration for IT administrators.
Setting up Your Firm’s Settings, Address, and Logo
Customize your firm's name, address, logo, and portal details that feed mail-merge codes for emails, texts, and documents.
firm-setup-administration/setting-up-your-firms-settings-address-and-logo.htm#microcontent1
Setting up Your Firm’s Users and Managing Users
Create and manage user accounts and set permissions that control access to leads and cases by case type, marketing source, or full access.
firm-setup-administration/setting-up-your-firms-users-and-managing-users.htm#microcontent1
Setting Up/Customizing Case Types
Create and manage custom case types for each practice area your firm handles.
firm-setup-administration/setting-up-customizing-case-types.htm#microcontent1
Setting Up/Customizing System Statuses and Dashboard Categories
Customize the statuses and dashboard categories used to track lead and case records across the portal.
firm-setup-administration/setting-up-customizing-system-statuses-and-dashboard-categories.htm#microcontent1
Setting Up/Customizing Marketing Sources and Call Tracking Numbers
Manage your lead sources and their associated call-tracking numbers from one centralized screen.
firm-setup-administration/setting-up-customizing-marketing-sources-and-call-tracking-numbers.htm#microcontent1
Configuration of Automation Schedule (Snooze Settings), New Intake Defaults, and Role Names
Schedule when automations run, set default assignment for manually created records, and rename user roles.
firm-setup-administration/configuration-of-automation-schedule-snooze-settings-new-intake-defaults-and-rol.htm#microcontent1
Setting Up/Managing Referral and Co-Counsel Firms & Sending Referrals
Configure referral and co-counsel firms for sending referrals and tracking settlement disbursements.
firm-setup-administration/setting-up-managing-referral-and-co-counsel-firms-sending-referrals.htm#microcontent1
Setting Up the Legal CRM Microsoft Office 365 API Integration – For IT Administrative Users Only
IT-admin setup for the Microsoft Office 365 API integration; requires Azure Global or Exchange administrator access.
firm-setup-administration/setting-up-the-legal-crm-microsoft-office-365-api-integration-for-it-administrat.htm#microcontent1