Settings · firm configuration

Firm settings

One place to set your firm name, rates, engagement copy, and the dollar threshold that triggers a sign-off from you on outbound proposals.

Firm profile

Shown on outbound emails and proposals.

Rate cards

Hourly line items the team picks from when generating a draft proposal.

Engagement templates

Reusable body text per engagement type. Each template gets its own approval switch below.

Approval rules

Default dollar threshold above which every outbound proposal waits for your sign-off.