Have you heard? We acquired Lexicata in the first milestone to creating a more advanced client engagement platform. Read more here.

Editing Firm Information - Including Contact Information that Appears on Bills

You can modify firm information any time by going to the Settings panel and clicking on "Account and Payment Info". Please ensure you click on "Save New Information" after any updates.

Firm information is account-wide and will be reflected for all users. This information can be displayed on your bills via your Bill Theme options.

You can insert your logo, manage your firm name, address and contact information (such as firm phone number, fax, email, and website).

Contact_info_2.png

You can also change the Date & Time format by clicking on the applicable drop-downs. 

Date___Time.png

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality