Workspace
Update your firm information and default workspace settings.
Workspace logo
Shown in emails, documents, and shared links.
Workspace name
This name appears across dashboards, exports, and client communications.
Industry
Used to tailor workflows, AI suggestions, and default templates.
IndustrySelect
Manage Line(s) of Business
Line(s) of business represent your firm's practice areas. Users and Locations can be assigned to one or more line of business.
Manage Locations
Locations are physical offices or regional branches. Each Location can provide one or more line of business.