System Settings

Under Construction

This section is being developed. Check back soon for detailed instructions.

Overview

System settings allow administrators to configure platform-wide lookup values, parameters, and integrations that support the firm's operations.

The platform uses various lookup tables to standardize data entry across the system. Administrators can manage these from the Admin panel.

Lookup	Purpose
Business Areas	Categorize firm activities
Law Areas / Sub-areas	Classify legal practice areas
Industry Categories	Categorize client industries
Occupations	Contact occupation types
Offices	Firm office locations
Organisation Types	Classify organisation types
Segments / Sub-segments	Market segmentation
Capabilities / Sub-capabilities	Firm capability tracking
Email Groups	Email distribution groups
Standard Disbursements	Predefined disbursement types
Safe Storage Document Types	Document classification for safe storage
Safe Storage Sections	Storage section configuration

Reusable task definitions that can be added to projects.

Sprint management for organizing project work into time-boxed iterations.

Configuration for trust accounts used in legal trust accounting.

Integration with Metabase for business intelligence and reporting.

Configurable email templates for automated communications.