Screenshots: Settings & firm

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Settings & firm

Settings and firm administration: profile, team, AI budget, AI and data protection, client portal, security and billing.

All recordings use fictional sample data – no real cases, people or file numbers. AI output can contain errors and does not replace legal advice.

Kanzlei und Team

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Firm & Team: Name, Logo, Accent Color, Members and Lawyer Seats
The “Firm & team” tab holds the firm settings: firm name, logo for the client portal, accent color, a link to your privacy notices and the member list with role, two-factor status and sign-out time. You enter the details, save, and invite colleagues via “Invite colleague” or transfer ownership. The link to the privacy notices appears for your clients when they accept the portal invitation. Below, the “Lawyer seats” area explains that additional professionals need a seat only on a paid plan; in the trial phase and on the Free plan none is needed.
To the feature: For large firms →
AI Budget per Lawyer and Inviting Colleagues
The “AI budget per lawyer” area shows each member’s use in the current period; without a budget, everyone shares the firm’s quota. A budget limits only one person’s share and does not increase the firm’s quota; at 80% of the budget the person and the administration receive a notice, and once it is used up, the person cannot use the AI until it is raised or the next month, while cases, documents and deadlines remain accessible. This way you keep the team’s use in view. Below, you invite colleagues by email with a role, set the maximum duration of the inactivity sign-out and choose how the platform reacts when the quota runs low.
To the feature: For large firms →

Konto und Abrechnung

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Account & Subscription: Export Client Data as ZIP, View Quota
The “Account & subscription” tab offers at the top the export of your client data: master data, facts, deadlines, chronology and document list of the 200 newest cases you download as a ZIP, according to the page regardless of plan or payment status. Below, the “Your quota” box shows the state of the AI quota, the agent runs and the research units, with the link “What costs what?”. You download the original files per case in the documents area via “Select all” and the ZIP download. This way you keep your data in your hands and at the same time see how much quota is used.
Billing & Subscription: Plan, Quota and Usage on One Page
The “Billing & Subscription” page shows the current plan and the use of the monthly AI quota as a bar with the date of the next renewal; purchased tokens are listed separately. Below, “How your plan is calculated” explains what consumes quota – chat, agents, the Lex & Lexi debate and analyses, weighted by model – while agent runs, an add-on and research units have their own lines. According to the page, all firm members share one common pool. A notice marks the prices as provisional and states that a running subscription keeps its price and scope until you change or extend the plan.
Set Up Notifications: Browser Alert, Info Mails and Mandatory Mails
In the settings, every type of message has its own switch: deadlines as a browser alert, which applies only to the respective device and browser, and info mails such as the weekly review. If the browser is blocked, a note explains where you enable notifications. A list names the mails that cannot be unsubscribed because they concern deadlines, payment or security: deadline reminders, invoices, login and security mails as well as confirmations of data protection requests and cancellations. Below, you set up the calendar feed.
To the feature: Deadlines & court prep →

Datenschutz und Sicherheit

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AI & Privacy: Mask Names, Preview Before Sending, AI Language
The “AI & privacy” tab summarizes at the top how your firm uses the AI: names are masked by default, and web search runs anonymously. Two rules control whether members may send plain text on request (per request or chat; for a whole case only owners and administrators, with a reason) and whether a preview of the masked details is required before sending. This makes it traceable what details the AI gets to see; the rules are changed in the “Client portal” tab. Below, you set the language of AI results for new cases and mails, and links lead to the data processing agreement (AVV) and the privacy policy.
To the feature: Conflicts & Compliance →
Sign-In & Security: Two-Factor, Active Sessions, Auto Sign-Out
The “Sign-in & security” tab bundles four settings under “How your account is protected”: “Stay signed in on this device” (on a firm PC the page recommends “off”), the active sign-ins to view, two-factor sign-in to set up and automatic sign-out after inactivity. One minute before sign-out you receive a notice, unsaved drafts are saved beforehand, and the setting applies only to this device. Below, you change your password. This helps protect the account and thus the client data better, for example on a shared computer.
To the feature: Conflicts & Compliance →
Settings on the Smartphone: AI & Privacy of the Firm
On the smartphone the settings appear as tabs one below the other, here “AI & privacy” is open. The “AI & privacy of the firm” card states at the top that your firm masks names and that web search runs anonymously, and shows the two rules “Allow plain text on request” and “Require preview before every send” with their status. This way you check the firm’s privacy rules on the go as well; they can be changed in the “Client portal” tab. Links to the data processing agreement (AVV) and the privacy policy follow below, at the bottom the menu bar with Dashboard, Cases, AI assistant and My work.
To the feature: Conflicts & Compliance →