Configuration
Manage people, teams, work automation and administration for your firm.
15 configuration destinations
People & teams
- People
Staff profiles, access and membership.
- Roles & permissions
Define staff access.
- Firm holiday calendar
Maintain and verify holidays used in firm planning.
- Teams & departments
Optional teams and their responsibilities.
Work automation
- LLM & OCR
Configure document readers, models, budgets and provider agreements. Manual ERPNext posting is available; automatic posting and reversal: Coming soon (Disabled).
- Scanners & assistant
Set modes, scope, limits and reviewers; run scans and inspect results.
- AI usage & cost
Processing policy, providers, budgets and recorded usage.
- Work templates
Generate work and assignments.
- Obligation rules
Versioned rules generating deadlines.
Firm administration
- DD integrations
Provider readiness, secure credentials, DPA and KYC policy.
- Configuration status
Readiness of providers, scanners, email and billing; links to setup.
- Document categories
Classification and period requirements.
- Client portal
Configure the client experience.
- Email delivery
Delivery configuration and failures.
- Our firm’s billing
Included workspace, invoicing confirmation and billing access.