Settings Overview
A map of every Settings page so new admins know where everything lives — from custom fields to integrations to billing.
The first time you open Settings as a new admin, the sidebar can feel like a lot. This page is a one-screen map: what each section is for, when you'd open it, and where to read more.
Every Settings page lives under Settings in the main sidebar. Owners and admins see the full menu; members see only their own user-level settings.
At a glance
| Section | What it does | Open when… |
|---|---|---|
| Properties | Customize the lead pipeline, custom fields, and field groups | You want statuses, fields, or grouping that match your firm's intake process. |
| Document Templates | Library of fee-sharing, retainer, NDA, and custom doc templates | You want to standardize the legal language your firm sends out. |
| Email & SMS Templates | Reusable wording for automation-driven outreach | You want consistent intake replies, follow-ups, or referral confirmations. |
| Integrations | Connect Clio, HubSpot, calendars, phones, e-signature | You're adding a new tool to the stack or onboarding a new team member. |
| Referral Automation | Routing rules that send qualifying leads to the right partners automatically | You want to stop manually picking a partner for each referral. |
| Workflows | Automation rules — triggers, conditions, and actions | You want emails / SMS / tasks / status changes to fire automatically. |
| Agreements | Default fee-sharing settings and template defaults | You want one place for "what fee terms apply when no rule says otherwise." |
| Members | Invite team members, manage roles and permissions | Someone joined or left, or you need to change what someone can do. |
| Workspace | Firm name, logo, timezone, locale, demo data | You're branding the account or clearing out the demo workspace. |
| Notifications | Defaults for new members, firm-wide notification policies | You want to set the bar for what gets pinged firm-wide. |
| Billing | Plan, seats, payment method, invoices | Owners only — for plan changes, seat counts, and invoices. |
When you'd open each section
Properties
Your pipeline statuses, your custom fields, and how those fields are grouped on the lead detail page. Most firms touch this twice: once during initial setup to match their intake process, and again when a new case type or workflow appears.
See: Lead Statuses · Custom Fields
Document Templates
The library of every reusable document your firm sends — fee-sharing agreements, retainers, engagement letters, NDAs, and anything custom. Each template can use VerdictFlow's built-in e-signature or DocuSign / Adobe Sign / Dropbox Sign.
See: Document Templates
Email & SMS Templates
Reusable wording for messages that automations send — a welcome SMS for new leads, a "we'll call back" email, a referral confirmation. Stored centrally so you don't end up with five slightly-different versions floating around in different rules.
Integrations
The hub for every third-party connection: case management (Clio Manage / Clio Grow), CRM (HubSpot), email (Gmail / Outlook), calendar (Google / Outlook), phone (RingCentral / Aloware / CallRail / Invoca), and e-signature (DocuSign / Adobe Sign / Dropbox Sign). Each integration shows its connection status and lets you re-configure or disconnect.
See: Integrations
Referral Automation
The routing rules that automatically send qualifying leads to the right partner firms — using one of the four routing algorithms (Round Robin, Priority Based, Weighted, Shotgun). This is where firms with a big partner network get most of their leverage.
See: Auto-Routing Rules
Workflows
The general-purpose automation builder — triggers (status change, new lead, time elapsed, form submitted), conditions, and actions (send email/SMS, create task, change status, push to integration). Where most of your day-to-day "this should happen automatically" rules live.
See: Automations · Process Automation
Agreements
Defaults that apply when no specific rule overrides them — your firm's go-to fee-sharing percentage, the default template to use, and the default signing flow. Per-partner and per-case-type overrides happen elsewhere; this is the "everything else" baseline.
Members
Invite team members, change roles, manage granular permissions, suspend or remove people. The single source of truth for "who's on the team."
See: Members, Roles & Permissions
Workspace
Your firm's name, legal entity name (used on agreements and external-facing displays), logo, timezone, locale, and demo-data controls. Small but important — the firm name on a fee agreement comes from here.
Notifications
The default notification preferences applied to anyone who joins your firm. Individuals can still tune their own under their profile, but this sets the baseline.
See: Notifications
Billing
Owner-only. Plan tier (Starter / Pro / Enterprise), seat count, payment method, invoice history, and trial / grace-period status.
See: Billing & Plans
Recommended setup order
If you're a brand-new admin opening Settings for the first time, this order minimizes rework:
- Workspace — name, logo, timezone, legal entity name. Get the basics right first.
- Members — invite your team so they can start setting up their own pieces (calendar, phone, etc.) in parallel with you.
- Properties — pipeline statuses and custom fields. Everything downstream filters / reports / automates on these.
- Integrations — connect case management, CRM, email, phone, calendar, e-signature.
- Document Templates — load up your fee-sharing and retainer templates.
- Workflows — build the automation rules that handle the routine work.
- Referral Automation — once you've added partners to your network, set up routing rules.
- Notifications — set firm-wide defaults so new hires are sensibly opted in.
- Billing — when you're ready to upgrade from the trial.
The Setup Command Center walks you through this same order with progress tracking — most admins find it easier than navigating Settings manually.
Permissions
- See and change Settings — owners and admins.
- See your own user settings (profile, notifications) — every member.
Next steps
- Setup Command Center — the guided checklist version of this page.
- Members, Roles & Permissions — control who can see and change what.
- Integrations — most settings depend on which integrations you've connected.