Firm Settings and Customization
Customize your HAQQ firm settings - branding, notifications, integrations, and default configurations for your legal practice.
Global Configurations
Practice Areas
Corporate
M&A
Disputes
Employment
Task Types
Research
Drafting
Due Diligence
Filing
Hearing Types
Preliminary
Trial
Mediation
Arbitration
Leave Types
Annual
Sick
Maternity
Unpaid
Global Configurations
NavigateFirm > Settings > Global Configurations
This is the foundation that feeds into form templates and is referenced everywhere. Configure these first before setting up form templates.
- Firm Settings sits under everything else in eFirm. Configure it before building form templates, not after.
- These options feed the dropdowns across the whole product. A practice area added here appears on every matter form from then on.
- Categories mirror the modules. Each one holds the option types that module's forms draw from.
- Practice areas, matter types, stages, and courts, all defined by the firm. An entry can only be deleted while nothing is using it.
- Workspace-level settings the whole firm inherits: the timezone every date is displayed in, the number hearings start from, and who can see a task.
Configuration Categories
| Category | Options You Configure |
|---|---|
| Matters | Practice areas, matter types, matter stages, court options |
| Tasks | Task types, task stages |
| Hearings | Hearing types, courts/tribunals, hearing results |
| Contacts | Contact types, industries, relationship types |
| Financial | Currencies, tax rates, payment methods, expense categories |
| HR | Leave types, training categories, department options |
Info
To add, edit, or delete options: click the category in the left panel, then click the specific option type. Use "+ Add" to create new entries. Each entry has a name and optional description. Delete is only available if the option is not in use.
Form Template Builder
Fields
Section Title
Text
Number
Date
File
Checkbox
Form Layout
Form Templates
NavigateFirm > Settings > Form Templates
The form builder has three panels: Left (available fields to drag), Center (active layout), and Right (live preview updated in real time).
Available Field Types
| Field Type | Description |
|---|---|
| Section Title | Visual separator with a heading. |
| Description | Static instructional text. |
| Text | Single-line text input. |
| Number | Numeric input. |
| Text Area | Multi-line text input. |
| Checkbox | Yes/No toggle. |
| Date | Date picker. |
| Country | Country dropdown. |
| Phone | Phone number with country code. |
| Email input with validation. | |
| File Attachment | File upload field. |
| Dropdown | Linked to Global Configurations options. |
Workspace Settings
NavigateFirm > Edit Workspace
Workspace Settings
| Field | Required | Description |
|---|---|---|
| Workspace Name | Yes | Display name shown in the workspace switcher. |
| Firm Name | Yes | Legal entity name for invoices and documents. |
| Default Currency | Yes | Base currency for all financial transactions. |
| Default Tax Rate | No | Default tax rate (%). Can be overridden per transaction. |
| Workspace Timezone | No | Controls all date/time displays. Dropdown: UTC-02:00 through UTC+03:00+. |
| Hearing Starting ID | Yes | Starting number for auto-generated hearing IDs. |
| Calendar View Permission | No | Restrictive (role-based) or Permissive (all users see all calendars). |
| Task View Permission | No | Controls who can see all tasks vs. only their own. |
Interface Preferences
Visible
Dashboard
Matters
Contacts
Tasks
Calendar
Hearings
View More
Documents
Financial
Hidden
HR Module
Interface Preferences
Drag and drop sidebar sections between Visible Pages, View More Section, and Hidden Pages. Reorder pages to match your firm's priorities - litigation firms surface Hearings, transactional firms prioritize Documents and Contacts.
Recommended Setup Order
1
Global Configurations
Dropdown options that feed into form templates and are referenced everywhere.
2
Form Templates
Customize forms for Matters, Tasks, Hearings, KYC using the drag-and-drop builder.
3
Roles & Permissions
Define who can access what across the entire platform.
4
Workspace Settings
Currency, timezone, tax rate, visibility permissions.
5
Financial Settings
Currencies, billing profile, invoice/receipt templates.
6
Microsoft 365 Integration
Connect once everything else is in place.
7
Holiday Calendar
Enter the current year's holidays.
Summary
Configure every dropdown, form template, sidebar layout, and integration - tailoring HAQQ to match exactly how your firm works.