Settings

Client Settings

Manage your portal preferences, notifications, security, billing visibility, communication settings, and theme.

Portal Preferences

Default landing

Default matter view

Show Action Center firstShow billing remindersShow document remindersShow upcoming appointmentsShow next steps on dashboard

Notification Preferences

Matter updatesDocument requestsSignature requestsPayment remindersAppointment remindersNew message alertsSecurity login alertsRepresentative access alerts

Communication

Preferred contact

Update frequency

Preferred meeting type

Preferred lawyer

Email remindersSMS remindersAppointment reminder timing

Billing Preferences

Show invoices on dashboardShow retainer balanceShow payment remindersSend receipt notificationsSend top-up remindersShow payment plan reminders

Document Preferences

Notify when documents are sharedNotify when document is reviewedShow client-safe document notesRequire confirmation before uploadShow document request reminders

Security Settings

Two-factor authenticationLogin alertsTrusted device remindersSession timeout reminderSign-in confirmation emails

Theme

AccentMuted Gold

Data & Privacy

Danger Zone