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Update Firm Profile And Billing

Use this page when firm profile, client portal branding, or billing settings need review.

1. Review Firm Profile

Open Settings then General. Edit the firm name, upload or remove the logo, and set the client portal primary color.

Firm general settings with firm name, logo upload, logo removal, and portal color controls marked
Firm general settings with firm name, logo upload, logo removal, and portal color controls marked

2. Review Billing

Open Settings then Billing. Check subscription status, plan, client usage, payment method, and recent invoices. If Stripe self-service is available for the org, use the billing action shown in the subscription card.

Firm Billing settings with subscription usage, plan, billing status, and invoice history marked
Firm Billing settings with subscription usage, plan, billing status, and invoice history marked

Check Before You Leave

Firm settings should match the organization’s legal, billing, and operating context. Portal branding should look correct before clients see it.

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