Every firm is unique, complete with its own policies, processes and procedures. In CaseFleet, users designated as Account Administrators can add basic information about the account, manage user permissions, and customize certain settings for what works best for the team.
If you are an Account Administrator, access Firm Settings by clicking on your initials in the lower left corner.
From the Overview page, you can manage your firm’s name, address, phone number, and fax number. Additionally, you can set the date format to be used for all work product. Simply click the "Date Style" field to toggle between three options: DD/MM/YYYY, MM/DD/YYYY, and YYYY-MM-DD. (For an overview working with dates within a case, click here.)
Firm Settings also contains critical features for managing users and streamlining work within CaseFleet:
- Add and deactivate users and manage user permissions by visiting Firm Settings > Users
- View billing history and manage your subscription, including updating payment method or cancelling an account by visiting Firm Settings > Billing History or Firm Settings > Subscription
- Create templates for issue tags, contact roles, and source tags, to use across all users and all cases by visiting Firm Settings > Issues, Firm Settings > Contacts, or Firm Settings > Sources
- Export your data by visiting Firm Settings > Exports