Firm-level configuration, security, and governance settings.
Firm profile
Hartwell & Crane LLP — firm details, branding, and regulatory information
Offices
London (HQ), Manchester, Edinburgh
Departments
16 active departments with workflow assignments
Users
84 active users across all offices
Roles
Partner, Solicitor, Paralegal, Trainee, Compliance, Administrator
Permissions
Role-based access with matter-level overrides
Jurisdiction packs
3 active packs; 5 planned
Template library
49 templates across property, litigation, corporate, and compliance
Approval rules
Approval matrix by document type, risk level, and seniority
AI usage policy
Firm AI policy — disclosure, review gates, and prohibited uses
Data retention
Retention schedules by matter type and jurisdiction
Audit logs
Full event history with export for regulatory inspection
Security settings
SSO, MFA enforcement, session policies, IP restrictions
Matter numbering
Automatic numbering scheme by department and year
Email integration settings
Mailbox connections and matter auto-filing rules
Document management settings
DMS connection, version control, and naming conventions