Overview
Your master settings control how Legal Bricks behaves for your organisation – from branch details and users, to quotes, templates, and tasks.
Instead of relying on the default configuration, understanding and updating these settings lets you:
Tailor Legal Bricks to how your firm actually works
Improve efficiency and consistency for your team
Unlock more of the system’s capabilities over time
Why Your Master Settings Matter
When you know how to navigate and adjust your master settings, you can:
Work more efficiently
Configure defaults, templates, and tasks so users spend less time repeating manual steps.
Align Legal Bricks to your processes
Make sure the system reflects your firm’s structure, pricing, and workflows, not the other way around.
Increase confidence in your data
Correct organisation, branch, and user settings help ensure the right information appears in quotes, letters, and reports.
Understand Legal Bricks’ capabilities
Exploring master settings gives you a clearer view of what Legal Bricks can do, and how to make the most of it.
What to Review in Your Master Settings
When reviewing your master settings, focus on three key areas:
1. Organisation Settings
Check that your organisation settings are up to date for all branches and users, including:
Branch details (names, addresses, contact details)
Active users and their access
Any branch-specific settings that flow through to documents and quotes
2. Quotation Settings
Review your quotation settings regularly so your pricing and layouts stay accurate and compliant. This includes:
Fee Scales
Ensure fee scales reflect your current pricing structure and any panel or lender requirements.
Quote Layouts
Confirm layouts are branded correctly and present information clearly for clients.
3. Matter Settings
Inspect your matter settings to ensure your workflows are as efficient as possible:
Matter Templates
Confirm templates are configured for the key transaction types you handle.
Remove unused templates and refine the ones you rely on most.
Task Library
Check that tasks support your onboarding and case management process (for example, Source of Funds, ID checks, document uploads).
Letter Library
Make sure letters are up to date, aligned with your branding and compliance requirements, and mapped correctly to the right workflows.
How to Start Implementing Your Master Settings
Use the following activities and articles (where available in your knowledge base) to implement and refine your master settings:
Make sure your fee scales match your current pricing, discounts, and transaction types.
Configure front cover, inserts, and back page so quotes are clear, professional, and on-brand.
Keep your Letter Library up to date and ensure the correct letters are used at each stage.
Maintain an accurate list of users so the right people have access and appear correctly on cases.
Build and refine templates to standardise tasks, letters, and workflows for each type of matter.
💡 Tip
Treat your master settings as living configuration: review them periodically (for example, quarterly) or whenever your pricing, processes, or firm structure changes.
Next Steps
Identify which area (organisation, quotation, or matter settings) needs the most attention.
Work through the relevant configuration tasks one by one (fee scales, layouts, templates, letters, users).
Share any changes with your team so everyone understands how Legal Bricks is configured and how to use it effectively.