⚠️ Permissions
Access to Matter Settings and Quotation Settings is permission-based.
If you cannot see these options, please speak with your administrator.
Open Matter and Quotation Settings
Click Settings on the left-hand menu bar.
Depending on what you need to configure, select:
Matter Settings, or
Quotation Settings
If these options are not visible, contact your administrator to review your permissions.
What You Can Do in Matter Settings
Matter Settings includes configuration options used to define how your matters and workflows behave:
Create and manage Matter Templates used to standardise workflows for different transaction types.
Update and manage letters used across matters (for example, client care letters or standard correspondence).
Create and manage new tasks that can be added to templates and workflows, including tasks that appear on the client portal.
What You Can Do in Quotation Settings
Quotation Settings includes configuration options used to control how your quotes are built and presented:
Set up and maintain fee scales used when generating quotes.
Create and edit quote layouts, including the structure and appearance of your quotes.
Lenders
Add and remove lenders on your panel so they are available for selection when preparing quotes and matters.
Document Uploads
Upload and manage documents such as company letterheads and terms, which can be used within quotes and letters.
These settings allow you to tailor the system to your firm’s branding, workflows, and pricing structure.