MyLawClients Firm Settings

 

MyLawClients Firm Settings

 

System Administrator Only
These steps should be performed by a System Administrator on your firm's account and should be applied when first setting up the account for better performance.

1. Click on the Settings Wheel

Click on the Settings Wheel

2. Click on Firm Settings

Click on Firm Settings

3. Enter Firm Name

Enter the Firm Name. This name is going to be used throughout the system in the letter, emails, etc...

 

Enter Firm Name

4. Enter Phone Number

Enter Phone Number

5. Enter Fax Number

Enter Fax Number

6. Enter Street Address

Enter Street Address

7. Enter City

Enter City

8. Enter State

Enter 2 digit state code

 

Enter State

9. Enter ZIP

Enter ZIP

10. Select Main Contact

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.

 

Select Main Contact

11. Click Save

Click "Save" to save your firm settings.

 

Click Save

Add Feedback