00:00: This video demonstrates how to access and update your firm's settings and office
00:03: locations within CARET Legal.
00:06: It covers managing firm details, adding new locations, and utilizing location-based
00:11: reporting features.
00:19: On this session, we will discuss how to access Firm Settings and then update your
00:23: locations for your firm in CARET Legal.
00:26: To begin, we will select the user icon on the top far right hand side of your
00:30: screen.
00:34: Then we will go to Firm Settings.
00:37: Remember, firm settings is only available for office manager role or the
00:42: administrator role in CARET Legal.
00:50: Upon selecting firm settings, CARET Legal will open the menu for firm settings under
00:54: firm options and then office locations.
01:00: That is the office location and overview that we are looking at on the right-hand side.
01:04: side.
01:05: To begin,
01:06: you can update your firm name as well as your firm's main time zone.
01:13: Individual users can set their own time zone, but the firm has a primary time zone.
01:21: You can update or browse for your logo that your firm has.
01:27: Then, upon making those changes, click Save.
01:31: You'll get a green pop-up letting you know that it's been saved.
01:35: And then we can review the office locations here at the bottom.
01:38: To begin, the first office location you'll see is the office location that was set
01:42: up either
01:45: by CARET Legal's onboarding team or
01:49: by your system administrator during
01:52: setup for the initial wizard or setup wizard.
01:59: To make updates to the existing office locations, simply click the edit pencil and
02:04: add in your phone number.
02:07: Update the office name, as well as update the address.
02:15: You can also add additional locations.
02:20: Locations are really great for being able to pull reporting, even financial
02:24: reporting
02:24: such as P&L, by your different office locations.
02:28: If you also have the service of remote
02:32: and you want to add that as a location, that's completely acceptable and very doable
02:36: here.
02:45: And that will allow you to see things such as how much revenue you bring in by
02:49: location, including that remote location.
02:58: Make sure I'm clicking the right save button here. The save for the overall screen
03:02: was noted above.
03:03: However, the save for this piece is over here on the right-hand side.
03:09: I can save and all of that will be updated.
03:12: Now again, your office locations are important
03:17: because you can assign each matter to a specific office location, especially upon
03:21: intake of that matter.
03:25: Then ultimately report by location on reports such as your P&Ls, income statements,
03:30: et cetera.
03:32: And that is how you set up your firm location.
03:35: Learn to update firm name, time zone, logo, and office locations while enabling
03:40: location-specific matter
03:42: assignments and financial reporting in CARET Legal.