Update your firm's name and contact details
Change the firm name your clients see, and keep your firm's phone, email, website and terms of use link up to date.
In this article5 sections
The Firm Info card holds your firm's name and contact details. Your clients see the name throughout your portal and in the emails your hub sends.
Open Firm Info
In Settings › General, scroll to the Firm Info card.
Change the details
Edit any of Name, Industry, Phone, Email, Website and Terms of Use URL. Type web addresses in full, starting with https://. To remove a detail, empty its field. The name can't be left empty.
Let it save
There's no Save button. Each change saves a second after you stop typing, and "All Changes Saved" shows.
What happens next
The new name shows at the top of your portal's home page, on the Hubs page, and as the sender of your hub's case emails from then on. The Virtual AssistantVirtual Assistant An automated team member that posts welcome messages, check-ins and stage updates for the firm; its posts carry a Virtual Assistant badge. takes the new name too. Clients see your website in your hub's details on the Hubs page.
Form fields set to prefill your firm's name, phone or email take them from here. Your firm's address comes from your main office; see Add your office locations.
If something goes wrong
- "Website url is invalid" or "Terms of use url is invalid". The address must start with http:// or https://, such as https://www.demoinjurylaw.com. Correct it and the change saves.