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Initial setup ​

Once you have logged in for the first time, there are a few things worth configuring before you start adding clients and matters.

Firm details ​

Go to Setup > Settings > General. Here you can set:

  • Company name: Already filled from registration; change it if needed.
  • Logo: Upload your firm's logo. It appears on invoices, proposals, and the client portal.
  • Address: Your firm's mailing address. Printed on invoice PDFs.
  • Phone: Firm phone number.
  • Country and timezone: Controls date formatting and calendar behaviour.
  • Default language: CaseFlow supports 11 languages.

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Click Save at the bottom when done.

Financial settings ​

Still in Setup > Settings, go to the Finance tab:

  • Currency: Set your default currency. You can add more currencies later if you bill internationally (Growth plan and above).
  • Tax rates: Go to Setup > Finance > Taxes to create your local tax rates (e.g. "GST 15%" or "VAT 20%"). These become available when creating invoices.
  • Payment methods: Go to Setup > Finance > Payment Modes to configure how clients can pay. If you want online payments, set up Stripe under this section.

Email ​

CaseFlow sends emails through its built-in email service; no SMTP configuration is needed from you. Emails go out using your firm's name with a @caseflow.law sender address.

To customise email content, go to Setup > Email Templates. There are 87 templates covering invoices, reminders, contract notifications, and more. Each template has merge fields (like {client_name} or {invoice_number}) that get replaced automatically.

CaseFlow adds a legal confidentiality disclaimer to the foot of every email your firm sends. The default text is sensible for most firms; you can edit it or clear it from Setup > Settings > Email > Confidentiality disclaimer.

Branding ​

Upload your firm's logo under Setup > Settings > General. There are two: a light logo for dark backgrounds, and a dark logo for light ones, which shows in the admin panel header, the client portal and the top of your emails. Each is a JPG, PNG or GIF image up to 2 MB. The same tab takes a favicon, the small icon in a browser tab. PDF colours and the width of the logo on a PDF are on the PDF tab. CaseFlow's own colours are fixed. See Firm settings for every field.

What to do next ​

With firm details and taxes configured, you are ready to: