Configure intake and your firm access
Review available preferences and conditions for leaving.
- 1 min read
- Who this is for: Law firms
- Last reviewed
Before you start
- Before you start
- Active membership; changing preferences requires the corresponding permission.
- Who can do this
- Seeing a section does not authorize every action.
Steps
- Open Settings and review Preferences. With permission, change Accept client requests and save.
- In Opportunity intake and follow-up, authorized people can choose an intake coordinator, weekday count and review time, then save the policy.
- Check pending responsibilities and arrange continuity before leaving. Use Leave firm only when you intend to end access.
Part 1 of 4