Settings

The Settings page lets you configure your organization, team, workflows, and integrations. Access it from the sidebar by clicking Settings.

Organization#

General#

• Organization Name — Your firm's display name
• Slug — Your unique URL identifier (used in portal links)
• Data Region — Where your data is stored (US, EU, or APAC). Set during onboarding and cannot be changed.

Firm Details#

• Address — Your firm's physical address (used in engagement letters and correspondence)
• Primary Jurisdiction — The main jurisdiction your firm practices in
• Engagement Letter Configuration — Default settings for generated engagement letters

Billing#

• Subscription Status — Active, Trialing, Past Due, or Canceled
• Trial Status — Days remaining in your trial (if applicable)
• Plan Details — Current plan, number of seats, cost
• Manage Billing — Opens the Stripe billing portal to update payment methods, view invoices, or change your plan

AI Usage#

Monitor your team's AI credit consumption:

• Monthly Quota — Total credits available this billing period
• Current Usage — Credits used with a progress bar
• Reset Date — When your credits renew
• Per-Operation Costs — How many credits each AI action uses (see AI Features for the credit table)

Team#

Members#

• View all current team members with their roles
• Invite Member — Send an invitation email
• Change Role — Adjust a member's permissions
• Remove — Revoke a member's access

Groups#

• Create teams/departments within your organization
• Assign members to groups
• Designate team leads
• Use groups for matter assignment and filtering

Workflow#

Matter Stages#

Customize the stages in your matter pipeline:

• Add Stage — Create a new stage with a name and color
• Reorder — Drag stages to change their order
• Edit — Rename or change a stage's color
• Delete — Remove a stage (matters in that stage will need to be reassigned)
• Templates — Apply a pre-built template (Litigation, Transactional, or Family Law)
• Closed Stage — Mark a stage as the "closed" stage to archive completed matters

Lead Stages#

Customize your lead pipeline stages, similar to matter stages:

• Default, Extended, and Simple templates available
• Add, edit, reorder, and delete stages

Milestone Types#

Define the types of milestones available in your matters:

• Each type has a Name, Color, and optional Icon
• Examples: Hearing (Gavel icon), Filing (FileText icon), Deadline (AlertTriangle icon), Meeting (UserHandshake icon)

Practice Areas#

Manage the legal specialties your firm handles:

• Add practice areas with custom icons and colors
• Practice areas are used for categorizing matters and selecting appropriate AI playbooks
• Default areas include: Corporate, Family Law, Immigration, Litigation, Real Estate, Tax, and more

Tags#

Create tags for organizing notes and activities:

• Each tag has a Name and Color
• Use tags across matters, notes, and activities

Automations#

Create workflow rules that fire automatically when events occur. See Automations for full details.

Integrations#

Widget#

Configure the embeddable lead capture form for your website:

• Generate and manage your widget key
• Choose display mode (Inline, Floating, or Button)
• Customize colors, text, and form fields
• Copy the embed code

See Integrations for full details.

Zapier#

Connect Lawzana Flow to hundreds of apps via Zapier:

• Generate your Zapier API key
• Use the key in your Zapier workflows
• Common uses: auto-import leads from web forms, CRM systems, or email

Lawzana Directory#

Manage your firm's listing on the Lawzana legal directory:

• Sync your firm profile
• Receive leads from directory inquiries
• Manage your listing visibility

Compliance & Administration#

Ethical Walls#

Enable and configure conflict detection and access restrictions. See Ethical Walls.

Audit Logs#

View a complete history of changes in your organization:

• Search by action type, user, or date
• Export logs for compliance records
• Tracks: user actions, setting changes, access attempts, document operations

Document Types#

Define custom document classifications for your firm:

• Create types like "Engagement Letter", "Court Filing", "Correspondence", etc.
• Used for organizing and filtering documents

Professional#

Engagement Letter Defaults#

Pre-configure default values for the engagement letter wizard:

• Billing rates — Default hourly rates for partners, associates, and paralegals
• Standard disclosures — Firm-wide disclosure text
• Default terms — Standard payment terms, retainer policies