How can I update my firm information?

Keeping your firm details like name, address, and contact information up-to-date ensures that your clients have the correct information when reaching out to your firm.

To update your firm's information go to Settings > Firm > Firm Information then click on Manage.

From there you will be able to update the following details:

• Firm Name
• Firm Address (in one line)
• Firm Office Phone Number
• Firm Office Email Address

You can also designate a specific firm user as the recipient for replies to system notification emails.

After updating your firm details click on Save.