Setting up Your Firm’s Settings, Address, and Logo Follow
One of the first steps to going live with the legal CRM is to customize your portal with your firm's information. The information configured for your firm can later be used via mail merge codes to automatically insert the firm's name, logo, address, and more on emails, texts, and/or documents! To learn more about how to utilize mail merge codes, click here.
Note: Only users with Admin Rights will have access to make the changes mentioned in this article.
Using the main navigation menu on the left-hand side of the screen, click on "Setup"
Next, navigate to the "Firm Settings" page.
On this page, you can customize the Law Ruler portal with your firm’s name, address, contact details, and, most importantly, your company logo.
This company logo is important because it will appear in automated emails and reports from the legal CRM. Please update your firm's information, upload your company logo, and press the "Save" button when you finish editing your Firm Settings.
If you need further assistance with your legal CRM system, then please contact Law Ruler Support.
🤗 Thank you very much for choosing Law Ruler!