Both My Settings and Firm Settings are accessible from the drop-down menu beside your avatar. Select My Settings to access your personal settings. Firm Settings can only be accessed by a Firm Administrator. It allows for customization of the firm's CARET Legal Account.
My Settings
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User Information
- Set your Username, Password and User Profile
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User Preferences
- Slide the toggles to the right to set your Preferences within CARET Legal.
- Enable or disable Integrations with 3rd party apps
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Email Setup
- Change your Email Account
- Select your Folder Settings and Default Font Settings from the drop-down lists
- Create your Email Signatures
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Billing
- Set a Default Rate, User Payout %, LEDES Timekeeper ID, UTBMS Classification, Set Timekeeper Goals
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Notifications
- Select how you would to be notified about your Tasks, Events and Caseway Documents
Firm Settings
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Users with access to these settings can edit:
- Firm Options
- CRM Options and Sources
- Matters & Contacts
- Custom Fields & Intake Forms
- Events & Calendar Rules
- Documents & Notes
- Billing & Accounting
- As well, as select the firm's CARET Legal Account
- Plans & Payment
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