System Settings

Firm name, logo, brand colours, letterhead settings.

• Firm name: Ashworth & Vance LLP
• Primary colour: Navy #1E2848
• Accent colour: Gold #C9A84C

Upload firm marks used across portals, invoices and letterhead.

• Main logo · logo_v3.svg
• Monogram · monogram.svg
• Letterhead · letterhead_2026.pdf

Default appearance, light/dark override per role.

• Default theme: Dark
• Client Portal: Light
• Executive HQ: Dark

Enabled roles and their labels.

• 7 roles enabled
• Custom role labels: off
• Auto-provision from HR: on

Deadline alerts, invoice reminders, court date pings.

• Deadline alerts: 7d / 3d / 24h
• Invoice reminders: 3d before due
• Court date: 48h before

Which portals a role can enter.

• Clients: Client Portal only
• Finance: Finance + Admin
• Partners: All portals

Default formats and retention.

• Default format: PDF + CSV
• Retention: 10 years
• Encryption at rest: AES-256