®Settings overview
Find the right Superpractice setting and configure the firm in a safe, useful order.
Open Settings
Open Settings from the main navigation. The sections are organized by the part of Superpractice they control.
Settings affect the whole firm unless the screen says otherwise. Make one intentional change at a time, save it, and test the workflow it affects.
Where to find each setting
| Section | Use it for |
|---|---|
| General | Firm profile, timezone, broad practice areas and sub-practice areas, and general contact behavior |
| AI Personalization | Firm context and instructions used to tailor AI-generated work |
| Team | Users, roles, permissions, ownership, and team availability |
| Calling & Messaging | Phone, SMS, calling behavior, and communication defaults |
| Tasks | AI task generation, assignment, and task workflow behavior |
| Services | Reusable offerings, prices, fee types, webhook values, and sub-practice-area mapping |
| Notifications | Firm and user notification preferences |
| Compliance | Consent and compliance controls |
| Integrations | Connected CRMs, calendars, email, ad platforms, publishing systems, and other data sources |
| MCP Server | Secure access for supported AI tools |
| Tags | Shared labels used to organize records |
| Email Marketing | Marketing-email configuration |
| SEO Content | Website and content-generation settings |
| Google Ads | Campaign and ad-group mappings and Google Ads configuration |
| Meta Ads | Campaign mappings and Meta Conversions API |
| OpenAI Ads | OpenAI campaign mappings |
| Sales Intelligence | Revenue goals, rep targets, forecast probabilities, and pipeline thresholds |
| Data Model | Lifetime-value assumptions and service-group modeling |
| Meeting Intelligence | Meeting recording, analysis, and output behavior |
| Tracking | Website tracking and attribution setup |
| Billing | Plan and billing administration |
Recommended initial setup order
- General — confirm firm identity, timezone, and legal taxonomy.
- Team — add users and confirm roles and ownership.
- Services — create the offerings the firm sells and map them.
- Calling & Messaging, Email, and Calendar integrations — connect the channels used for daily work.
- Tasks and Notifications — decide how work is generated, assigned, and surfaced.
- Integrations — connect CRMs, intake, ad platforms, and publishing systems one at a time.
- Google Ads, Meta Ads, and OpenAI Ads — categorize campaign spend.
- Sales Intelligence and Data Model — set goals and planning assumptions after matter data is clean.
- Meeting Intelligence, Tracking, and content settings — enable the advanced workflows the firm intends to use.
Before changing a setting
Ask three questions:
- Does this affect only future records, or historical data too?
- Does another integration own the same field?
- What single record or workflow will prove the change worked?
For imports, syncs, mappings, and automatic record creation, use a small test before enabling a large backfill or ongoing automation.
Common cross-setting dependencies
- Services depend on the taxonomy selected in General.
- Campaign mappings use the same practice-area taxonomy.
- Revenue by service or practice area depends on matter line items and service mapping.
- Bookings need connected host calendars; Zoom locations need connected Zoom accounts.
- AI tasks and recommendations depend on firm personalization, team ownership, and configured task rules.
- Attribution reporting depends on tracking, connected ad platforms, contact touchpoints, campaign mappings, and retained matters.