VerdictFlowVerdictFlow
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VerdictFlowVerdictFlow

 

 

 
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  • Getting Started with VerdictFlow
    • Creating Your Account
    • Setting Up Your Firm
    • Inviting Team Members
    • Your First Lead
  • Lead Management
    • Adding Leads
    • Lead Pipeline (Kanban View)
    • Searching & Filtering Leads
    • Lead Statuses
    • Custom Fields (VF Fields)
    • Intake Packages
    • Exporting Leads
  • Calendar & Scheduling
  • Communications
  • Document Templates
  • Notifications
  • Settings Overview
  • Referral Network
    • Adding Firms to Your Network
    • Sending Referrals
    • Finding Incoming and Outgoing Referrals
    • Receiving Referrals
    • Auto-Routing Rules
    • Shotgun Referrals
  • Fee Sharing Agreements
    • Creating Agreement Templates
    • Using Variables in Templates
    • Sending Agreements for Signature
    • Signing Agreements
    • Managing Agreement Documents
    • Fee-Sharing Agreements
  • Setup Command Center
  • Intake Forms
    • External / Public Forms
    • Internal Intake Forms
  • Automation Rules
    • Process Automation
  • Integrations
    • Connect Clio
    • Connect HubSpot
  • Members & Permissions
    • Members, Roles & Permissions
  • Tasks
  • Reports & Dashboards
  • Billing & Plans
  • Product Tours
  • Demo Workspace

Settings Overview

A map of every Settings page so new admins know where everything lives — from custom fields to integrations to billing.

The first time you open Settings as a new admin, the sidebar can feel like a lot. This page is a one-screen map: what each section is for, when you'd open it, and where to read more.

Every Settings page lives under Settings in the main sidebar. Owners and admins see the full menu; members see only their own user-level settings.

At a glance

SectionWhat it doesOpen when…
PropertiesCustomize the lead pipeline, custom fields, and field groupsYou want statuses, fields, or grouping that match your firm's intake process.
Document TemplatesLibrary of fee-sharing, retainer, NDA, and custom doc templatesYou want to standardize the legal language your firm sends out.
Email & SMS TemplatesReusable wording for automation-driven outreachYou want consistent intake replies, follow-ups, or referral confirmations.
IntegrationsConnect Clio, HubSpot, calendars, phones, e-signatureYou're adding a new tool to the stack or onboarding a new team member.
Referral AutomationRouting rules that send qualifying leads to the right partners automaticallyYou want to stop manually picking a partner for each referral.
WorkflowsAutomation rules — triggers, conditions, and actionsYou want emails / SMS / tasks / status changes to fire automatically.
AgreementsDefault fee-sharing settings and template defaultsYou want one place for "what fee terms apply when no rule says otherwise."
MembersInvite team members, manage roles and permissionsSomeone joined or left, or you need to change what someone can do.
WorkspaceFirm name, logo, timezone, locale, demo dataYou're branding the account or clearing out the demo workspace.
NotificationsDefaults for new members, firm-wide notification policiesYou want to set the bar for what gets pinged firm-wide.
BillingPlan, payment method, invoicesOwners only — for plan changes and invoices.

When you'd open each section

Properties

Your pipeline statuses, your custom fields, and how those fields are grouped on the lead detail page. Most firms touch this twice: once during initial setup to match their intake process, and again when a new case type or workflow appears.

See: Lead Statuses · Custom Fields

Document Templates

The library of every reusable document your firm sends — fee-sharing agreements, retainers, engagement letters, NDAs, and anything custom. Each template can use VerdictFlow's built-in e-signature or DocuSign / Adobe Sign / Dropbox Sign.

See: Document Templates

Email & SMS Templates

Reusable wording for messages that automations send — a welcome SMS for new leads, a "we'll call back" email, a referral confirmation. Stored centrally so you don't end up with five slightly-different versions floating around in different rules.

Integrations

The hub for every third-party connection: case management (Clio Manage / Clio Grow), CRM (HubSpot), email (Gmail / Outlook), calendar (Google / Outlook), phone (RingCentral / Aloware / CallRail / Invoca), and e-signature (DocuSign / Adobe Sign / Dropbox Sign). Each integration shows its connection status and lets you re-configure or disconnect.

See: Integrations

Referral Automation

The routing rules that automatically send qualifying leads to the right partner firms — using one of the four routing algorithms (Round Robin, Priority Based, Weighted, Shotgun). This is where firms with a big partner network get most of their leverage.

See: Auto-Routing Rules

Workflows

The general-purpose automation builder — triggers (status change, new lead, time elapsed, form submitted), conditions, and actions (send email/SMS, create task, change status, push to integration). Where most of your day-to-day "this should happen automatically" rules live.

See: Automations · Process Automation

Agreements

Defaults that apply when no specific rule overrides them — your firm's go-to fee-sharing percentage, the default template to use, and the default signing flow. Per-partner and per-case-type overrides happen elsewhere; this is the "everything else" baseline.

See: Fee-Sharing Agreements

Members

Invite team members, change roles, manage granular permissions, suspend or remove people. The single source of truth for "who's on the team."

See: Members, Roles & Permissions

Workspace

Your firm's name, legal entity name (used on agreements and external-facing displays), logo, timezone, locale, and demo-data controls. Small but important — the firm name on a fee agreement comes from here.

Notifications

The default notification preferences applied to anyone who joins your firm. Individuals can still tune their own under their profile, but this sets the baseline.

See: Notifications

Billing

Owner-only. Plan tier (Receiver / Receiver Pro / Enterprise), payment method, invoice history, and trial status.

See: Billing & Plans

Recommended setup order

If you're a brand-new admin opening Settings for the first time, this order minimizes rework:

  1. Workspace — name, logo, timezone, legal entity name. Get the basics right first.
  2. Members — invite your team so they can start setting up their own pieces (calendar, phone, etc.) in parallel with you.
  3. Properties — pipeline statuses and custom fields. Everything downstream filters / reports / automates on these.
  4. Integrations — connect case management, CRM, email, phone, calendar, e-signature.
  5. Document Templates — load up your fee-sharing and retainer templates.
  6. Workflows — build the automation rules that handle the routine work.
  7. Referral Automation — once you've added partners to your network, set up routing rules.
  8. Notifications — set firm-wide defaults so new hires are sensibly opted in.
  9. Billing — when you're ready to upgrade from the trial.

The Setup Command Center walks you through this same order with progress tracking — most admins find it easier than navigating Settings manually.

Tip: You don't have to finish setup in one sitting. The Setup Command Center remembers where you left off and lets your whole team contribute their pieces in parallel.

Permissions

  • See and change Settings — owners and admins.
  • See your own user settings (profile, notifications) — every member.

Next steps

  • Setup Command Center — the guided checklist version of this page.
  • Members, Roles & Permissions — control who can see and change what.
  • Integrations — most settings depend on which integrations you've connected.
  1. At a glance
    1. When you'd open each section
    2. Recommended setup order
    3. Permissions
    4. Next steps