AO
System Configuration

Executive Settings

Configure firm profile, executive dashboard preferences, notifications, approval rules, branding, report exports, security and partner visibility.

Firm profile
Executive Intelligence Deep-Dive
Setting drift, change velocity, policy coverage.
Configuration Health
Configuration coverage
System hygiene
Setting changes (30d)
38
Policy coverage
94%
Feature flags on
22
Drift alerts
2
Recent configuration changes
  1. Mon 09:12
    MFA policy tightened
    SMS fallback disabled.
  2. Tue 11:04
    Approval SLA reduced
    24h → 8h for retainers.
  3. Wed 14:22
    New branding letterhead
    Version 4 rolled out firm-wide.
  4. Thu 10:48
    Notification digest cadence
    Daily → hourly for critical.
Portal branding
Executive Intelligence Deep-Dive
Setting drift, change velocity, policy coverage.
Configuration Health
Configuration coverage
System hygiene
Setting changes (30d)
38
Policy coverage
94%
Feature flags on
22
Drift alerts
2
Recent configuration changes
  1. Mon 09:12
    MFA policy tightened
    SMS fallback disabled.
  2. Tue 11:04
    Approval SLA reduced
    24h → 8h for retainers.
  3. Wed 14:22
    New branding letterhead
    Version 4 rolled out firm-wide.
  4. Thu 10:48
    Notification digest cadence
    Daily → hourly for critical.
Dashboard preferences
Executive Intelligence Deep-Dive
Setting drift, change velocity, policy coverage.
Configuration Health
Configuration coverage
System hygiene
Setting changes (30d)
38
Policy coverage
94%
Feature flags on
22
Drift alerts
2
Recent configuration changes
  1. Mon 09:12
    MFA policy tightened
    SMS fallback disabled.
  2. Tue 11:04
    Approval SLA reduced
    24h → 8h for retainers.
  3. Wed 14:22
    New branding letterhead
    Version 4 rolled out firm-wide.
  4. Thu 10:48
    Notification digest cadence
    Daily → hourly for critical.
Notification preferences
Executive Intelligence Deep-Dive
Setting drift, change velocity, policy coverage.
Configuration Health
Configuration coverage
System hygiene
Setting changes (30d)
38
Policy coverage
94%
Feature flags on
22
Drift alerts
2
Recent configuration changes
  1. Mon 09:12
    MFA policy tightened
    SMS fallback disabled.
  2. Tue 11:04
    Approval SLA reduced
    24h → 8h for retainers.
  3. Wed 14:22
    New branding letterhead
    Version 4 rolled out firm-wide.
  4. Thu 10:48
    Notification digest cadence
    Daily → hourly for critical.
Partner approval rules
Discount above $10,000 requires partner approval
Settlement above $100,000 requires senior partner approval
Retainer waiver requires managing partner approval
Restricted document access requires partner approval
Client termination requires partner review
Executive Intelligence Deep-Dive
Setting drift, change velocity, policy coverage.
Configuration Health
Configuration coverage
System hygiene
Setting changes (30d)
38
Policy coverage
94%
Feature flags on
22
Drift alerts
2
Recent configuration changes
  1. Mon 09:12
    MFA policy tightened
    SMS fallback disabled.
  2. Tue 11:04
    Approval SLA reduced
    24h → 8h for retainers.
  3. Wed 14:22
    New branding letterhead
    Version 4 rolled out firm-wide.
  4. Thu 10:48
    Notification digest cadence
    Daily → hourly for critical.
Report export
Executive Intelligence Deep-Dive
Setting drift, change velocity, policy coverage.
Configuration Health
Configuration coverage
System hygiene
Setting changes (30d)
38
Policy coverage
94%
Feature flags on
22
Drift alerts
2
Recent configuration changes
  1. Mon 09:12
    MFA policy tightened
    SMS fallback disabled.
  2. Tue 11:04
    Approval SLA reduced
    24h → 8h for retainers.
  3. Wed 14:22
    New branding letterhead
    Version 4 rolled out firm-wide.
  4. Thu 10:48
    Notification digest cadence
    Daily → hourly for critical.
Currency & date
Executive Intelligence Deep-Dive
Setting drift, change velocity, policy coverage.
Configuration Health
Configuration coverage
System hygiene
Setting changes (30d)
38
Policy coverage
94%
Feature flags on
22
Drift alerts
2
Recent configuration changes
  1. Mon 09:12
    MFA policy tightened
    SMS fallback disabled.
  2. Tue 11:04
    Approval SLA reduced
    24h → 8h for retainers.
  3. Wed 14:22
    New branding letterhead
    Version 4 rolled out firm-wide.
  4. Thu 10:48
    Notification digest cadence
    Daily → hourly for critical.
Security
Executive Intelligence Deep-Dive
Setting drift, change velocity, policy coverage.
Configuration Health
Configuration coverage
System hygiene
Setting changes (30d)
38
Policy coverage
94%
Feature flags on
22
Drift alerts
2
Recent configuration changes
  1. Mon 09:12
    MFA policy tightened
    SMS fallback disabled.
  2. Tue 11:04
    Approval SLA reduced
    24h → 8h for retainers.
  3. Wed 14:22
    New branding letterhead
    Version 4 rolled out firm-wide.
  4. Thu 10:48
    Notification digest cadence
    Daily → hourly for critical.
Data visibility rules
Partners can view all matters
Associates can view assigned matters only
Finance can view billing but not internal legal notes
Clients can view approved updates only
Admin can manage users but not confidential matter content
Paralegals can view matter files if assigned
Danger zone
Serious
Export executive data
Full portfolio, financials and audit trail.
Reset dashboard preferences
Return dashboard to firm defaults.
Archive inactive matters
Move matters idle > 12 months to archive.
Disable executive portal access
Suspend portal until re-authenticated by MP.