The Main contact should be selected from the list. Only Super Administrators are shown on this list. This will be the main contact between your firm and MyLawClients.

Click "Save" to save your firm settings.

Setup your firm defaults settings.

Select who is the default attorney for new matters. You can always change that at the matter level when creating a new matter.

Enter your main email address that can be used as a default email in your SMTP settings later.

Select which value will be selected by default when creating a court settings for your client. You can select between:

• Client Must Appear
• Client Excused
• Client Must Appear Virtually

Select which of your Rep Letter templates to use by default when creating a new Rep Letter for a new matter. You can always change that at any time.

Select which of your Retainer Letter template to use by default when creating a new Retainer Letter for your client. You can always change that at any time.

Select which of your Payment Receipt template to use by default when sending a payment receipt to your client. You can always change that at any time.

Save your firm default settings.

Here you will select which SMTP settings you will use for your firm's email communications to your clients from within MyLawClients.

For more in depth details on which option to select and how to configure them, please refer to the "MyLawClients SMTP Settings - Juris Matters" kb article.

Click "Save" to save your SMTP settings.

Click on "Text Settings" to setup your firm's dedicated SMS number to send and receive Text/SMS/MMS messages from within MyLawClients.

If you plan on using MyLawClients SMS capabilities to communicate with your clients, check the box "SMS Service Enabled" to enable that service on your account. This service will incur Text Messaging charges. Please contact your MyLawClients representative for any details. For more in depth settings details, please refer to "MyLawClients SMS/Text Settings - Juris Matters" kb article.

Select which user will receive new text messages by default.

Click on this button to create a phone number dedicated to your firm to start sending and receiving messages from MyLawClients directly.

Enter your local area code in order to search for a local phone number to use for Text messaging.

In the dropdown box, select the number that you want to associate with your account. Please know that this number will stay with your account and cannot be changed.

Here you can enter your firm's Opt-In message that will be sent as a first message to your new clients. You can modify this text or use the default text. You can change this Opt-In message at any time in the future.

This footer is included with all outgoing messages to allow clients to opt-out from receiving messages. This message is mandatory. You must include the word STOP or CANCEL in your opt-out message. Once opt-out your client can opt back in by sending the word START or UNSTOP to your number.

Save your firm's text settings.

Select your default date format that will be applied throughout your application.

Select whether you want to show time in the 12 or 24 hour format.

Select which format to use to show phone numbers.

Select how you want MyLawClients to show full names by default.

Select how many records do you want to show by defaults in all the listing pages.

Select the time (in minutes) that you want the system to stay on before the system logs you out. Choose between 1 to 600 minutes. Choose 0 to always stay connected (Not recommended for security reasons)

Click "Save" to save all your localization settings.

Congratulations!!! You are now ready to use and enjoy MyLawClients!!!