Company Info

The Company Info tab holds essential details about your organization. While most information is editable, the Company ID is a fixed identifier.

Editing Company Information

To update your company details:

• Click the Edit button located at the bottom of the page.

After making the necessary changes, make sure to save them by clicking the Save button at the bottom of the page.

Details Included in the Company Info Tab

• Company Name: The official name of your organization.
• Company ID: A unique identifier for your organization, assigned during the creation of your account. This cannot be altered.
• Practice Areas: Check the boxes next to the relevant practice areas that your organization specializes in.
• Number of Employees: Select the appropriate range that reflects the total number of employees in your organization.
• Address: The primary physical address of your company.
• Primary Contact: Designate a primary contact person for your account from among the application users.
• Billing Contact: Provide contact details for the individual responsible for managing billing and payments. This contact may be external and does not need to be a user of the application.