Firm Settings
Manage your firm profile and configuration
Firm Profile
Your business information
Team Members
Manage your team access
Sarah Johnson
adminsarah.j@smithestate.com
Michael Chen
plannerm.chen@smithestate.com
Emily Rodriguez
assistante.rodriguez@smithestate.com
David Park
viewerd.park@smithestate.com
Default Fee Structure
Set default fees for new clients
API Keys
Manage API access for integrations
Production API Key
ac_live_...x7Kp•Last used: 2/10/2024Development API Key
ac_test_...m2Nq•Last used: 2/8/2024Notification Preferences
Configure team notifications
New Client Signup
When a new client creates an account
Document Signed
When a document is signed
Missed Check-in
When a client misses a check-in
Compliance Alerts
Regulatory compliance notifications
Payment Received
When a payment is processed
Security Settings
Firm security configuration
Two-Factor Authentication
Require 2FA for all team members
Session Timeout
Automatically log out after inactivity
IP Allowlist
Restrict access to specific IP addresses
White-label Branding
Customize the client experience
Upgrade to Enterprise
Get custom branding, white-label domain, and advanced features