What this walkthrough covers

Choose a template

Start with a template that matches your firm size: Solo, Small, or Large. You can customize after.

Customize settings

Adjust individual policies: booking visibility, client data access, fee structure, and branding.

Save policies

Click Save to apply your policies. They take effect immediately for all firm members.

For lawyers

Configure Firm Policies

Set visibility rules, fee structures, and branding for your firm.

INTERACTIVE DEMO

~3 min· 3 steps

Set visibility rules, fee structures, and branding for your firm.

Anyone with this link can open the walkthrough — no account is needed to watch the demo.

What this walkthrough covers

1
Choose a template
Start with a template that matches your firm size: Solo, Small, or Large. You can customize after.
2
Customize settings
Adjust individual policies: booking visibility, client data access, fee structure, and branding.
3
Save policies
Click Save to apply your policies. They take effect immediately for all firm members.