Settings map: what each tab contains
The firm settings tabs, what is in each and who sees them.
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The tabs of the firm Settings page are visible to the Owner and Partners only, and some to the Owner alone.
| Tab | What it has | Who sees it |
|---|---|---|
| General | Logo, name, numbers, matter visibility, language, time zone, linked directory listings; see Firm settings | Owner and Partners |
| Members | Invite members, their roles, deactivation; see Invite a member | Owner and Partners |
| Intake forms | Forms for receiving new client requests (limited by plan: one on Free) | Owner and Partners |
| Billing | Subscription and seats; see The billing page | Owner only |
| Client portal | Client portal settings; see Portal overview | Owner and Partners |
| AI assistant | The assistant subscription, seats and points | Owner and Partners (purchasing is Owner-only) |
| Audit log | Who did what and when; see Audit log | Owner and Partners |
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