Firm Settings |
To access Firm Settings:
- From the toolbar, click your Profile icon.
- From the drop-down, select Setup.
- From the Setup left navigation, click Firm Settings.
The Financial tab allows you to configure billing, tax, allocation, and finance charge settings.
The Regional Settings tab allows you to configure Canada-specific options for the firm.
The Firm Preferences tab allows you to configure defaults and behaviors for all users.
We recommend you have your bookkeeper review these settings.
The eBilling tab allows you to set up and manage UTBMS Codes used for electronic billing.
The Invoice Settings tab allows you to configure invoice templates, print settings, approval settings, and delivery options.
The Email Templates tab allows you to configure templates used throughout the software.
Firm information prints on invoice headers and various system reports.
Open API allows your firm to connect NextGen with external third-party tools—such as accounting platforms, document management systems, CRMs, calendaring apps, and business intelligence tools like Power BI—through a secure, bi-directional data sync. Instead of relying on pre-built integrations, your development team (or a third-party developer) can build custom integrations tailored to your firm’s workflows.
Our document storage solutions give you two folders by default, internal documents and client portal documents. To give you the flexibility to create a folder structure based on your area of law, you can create reusable folder templates that apply automatically when a new matter is created — keeping your document organization consistent across the firm without any extra effort.
Your dashboards are the first thing you see when you log in to your account.
When you log in to your account, your dashboards are the first things you see.
You must review your accounting settings prior to using the application to ensure your accounting entries are made appropriately as you conduct your normal business activities.
You can add, edit, and delete the contact types in your Address Book. The contact types also display when you set up relations for running conflict checks.
You can manage your custom labels to further organize items such as:
- Matters
- Events
- Tasks
- Emails
- Notes
- Documents
To assist you in sending emails to outside parties directly from your application, the system comes pre-loaded with messaging for these emails. In addition, this article outlines the steps you will have to take to edit, customize, or create any number of templates in the system.
Our application seamlessly integrates with several apps to give users additional options for
- Document Storage
- Calendar
- Billing
- Payments
- Others
The global search bar at the top of the page allows you to access your information with a single click from any part of the system.
You have the flexibility to export your data from various areas where the toolbar features the Export icon.
To produce accurate fee allocation reports, you must first set up:
- Timekeeper Allocation Percentages
- Matter Level Fee Allocations
With our document storage options, users can download stored files to various devices. To avoid the risk of downloading potentially malicious files (such as malware) the system blocks the upload and download of the following file types from within the document section and client portal:
Due to an MS Word limitation, only a partial list of the database merge fields file displays in Word's Insert Merge Field drop-down.
Enabling Microsoft Authenticator will prompt Admin users to sync their account with the Authenticator app and add verification code from the app. Multi-factor authentication (MFA) or two-factor authentication (2FA) is a great way to add an extra layer of protection to account logins.
With the ability to set a firm-wide password expiration policy, Administrators have more control over the firm's security.
Two-factor authentication is a user security that requires a verification code upon logging in.
You can customize the drop-down menus throughout the system to meet your firm's needs.
You can create a custom auto-numbering scheme for your matter files. You can order your scheme's types, or data fields, in whatever way best suits your firm's needs.
You can utilize Zapier, a web automation service to create workflow integrations with 4000+ applications. Zapier allows you to create "Zaps" or connections between two or more applications using a trigger step and one or more action steps. When you turn your Zap on, it will run your workflow automatically.
Any data that you enter or edit in either Classic or NextGen will automatically update it in both.
You have two predefined auto numbering schemes including the default scheme that applies to new accounts.
However, you can create a custom auto-numbering scheme for your firm's clients. You can order your scheme's types, or data fields, in whatever way best suits your firm's needs.
You have several options to format the date in the application.
It is quick and easy for you to set your default country as the default selection.
Enhance the efficiency of your time entries by incorporating shorthand in your descriptions.
Default shorthands have been included for your convenience. It is advisable to review the list before generating new shorthands.
You have eight different custom field types from which to choose.
The Global Add Shortcuts drop-down offers convenient access to common activities from any screen.
There are several default client cost accounts in your Chart of Accounts. When you set up your accounting, you will want to designate those accounts to which you will allocate your expenses for tax purposes.