Lesson 5 of 7 · 9 min

Firm details

Your firm's name, brand, region, time zone and currency, and where the rest now lives.

Lesson 5 of 7

Firm details holds how your firm appears on letters, emails, the portal and invoices, and the firm-wide defaults everything else builds on — your name, brand, region, time zone and currency. A few things people expect here (bank details, invoice delivery) live on their own pages, so this lesson points you to the right place.

Before you start

  • Admin or Owner access to change it — everyone can open Firm details, and others see it read-only.

What lives here

Settings › Firm & people › Firm details (/app/settings/firm) is three groups of rows. Your firm: name, ABN, office and email. Brand: logo, colours, sign-off, footer and the letterhead. Region & data: state, time zone, currency and where your data is stored. Advanced holds the rest, such as your main kind of work, team size and workspace address. Each row opens in place and saves as it changes.

Where the rest lives

Bank details, GST, how invoices are sent and card payment are in Settings › Money › Invoices & payments. How emails look and who they come from is Settings › Connections › Email. Who gets new enquiries, and how fast to reply, is Leads › Lead stages (Related settings › Lead reply times links there). The portal's look comes from the Brand group here.

  1. 1

    Open Firm details

    Go to Settings and open Firm details under Firm & people (/app/settings/firm). Your firm holds the core profile: name, ABN, office and email. Click a row to change it; a Saved tick shows on that row.

  2. 2

    Check your region

    Region & data shows your state (which sets trust rules and state forms), time zone, currency and where your data is stored (Australia (Sydney) for Australian firms). Data storage governs where documents are kept and where AI answers are produced — change it only in consultation with support, and before you've stored documents.

  3. 3

    Set your brand

    Brand holds your logo (uploaded here), colours, sign-off and footer; the letterhead's fine-tuning (margins, typeface) is one drawer with Save and a sample letter. Letters, emails and the client portal all use this brand.

Tips & pitfalls

  • Upload your logo in Brand — it is used on letters, emails and the portal alike.
  • Bank details and invoice delivery are in Settings › Money › Invoices & payments, not here.
  • Time zone and currency are firm-wide defaults — changing them affects dates, billing, and automated messages everywhere.

Key takeaways

  • Firm details (/app/settings/firm) holds your firm, brand, and region & data, with the rest under Advanced.
  • Data storage controls where documents are kept and AI answers are produced — Sydney by default.
  • Invoice and payment details are in Invoices & payments; email look is in Connections › Email.
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