Administration

Users and roles, firm settings, logos, notifications, the audit log, dashboards and reports.

• Users and rolesThe 29 roles in five groups, the firm's own roles, and granting and revoking roles from Users & roles.

  For: Owner

• Firm settingsThe configuration hub, settings that need an attorney's decision, and where each setting's value comes from.

  For: Owner

• Branding and logosThe firm logo and one logo per brand, how they are stored privately, and previewing and removing them.

  For: Owner

• Notifications and alertsPersonal notification preferences, quiet hours and digests, the firm's escalation chains, and operational alerts.

  For: OwnerAttorneyStaff

• The audit logWhat LegalBook records, why the log cannot be changed, and searching and exporting it.

  For: Owner

• Dashboards and reportsThe owner's dashboards, attorney leverage, capacity forecasting, governed reports, scheduled delivery, audited exports and client satisfaction.

  For: Owner